Settings and activity

12 results found

1. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   56 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Sarah Guidi commented  ·  October 18, 2023  ·  Edit…  ·  Delete…

   +1

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   Sarah Guidi supported this idea  ·  October 18, 2023

2. Sandbox Permissions

   23 votes

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   4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sarah Guidi supported this idea  ·  July 11, 2023

3. Custom Field permission by record type

   27 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   An error occurred while saving the comment
   Sarah Guidi commented  ·  July 11, 2023  ·  Edit…  ·  Delete…

   +1

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   Sarah Guidi supported this idea  ·  July 11, 2023

4. Add campaign categories as a filter and field in custom reports

   20 votes

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   1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sarah Guidi supported this idea  ·  May 15, 2023

5. inactive users - remove from assign to task list

   24 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sarah Guidi supported this idea  ·  April 11, 2023

6. Do not send Grant Notify email when a grant is unposted

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sarah Guidi supported this idea  ·  March 16, 2023

7. One Log In Across Foundant Platforms

   197 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Sarah Guidi supported this idea  ·  December 16, 2022

8. export in same order as shown in financial report

   19 votes

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   3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Sarah Guidi commented  ·  December 16, 2022  ·  Edit…  ·  Delete…

   +1 - This would make our grants process smoother!

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   Sarah Guidi supported this idea  ·  December 16, 2022

9. Allow Fund Advisors to See Household Receipts

   55 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sarah Guidi supported this idea  ·  August 26, 2022

10. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sarah Guidi supported this idea  ·  August 24, 2021

11. Recurring Grants - Donor Portal View

    50 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sarah Guidi supported this idea  ·  January 11, 2021

12. Navigation - Add Save option to left side menu

    47 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sarah Guidi supported this idea  ·  August 25, 2020