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18 results found

  1. Wealth search third party software to integrate with CSuite

    12 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Hollie Short supported this idea  · 

  2. Linking profiles to funds- multiple links at a time

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Hollie Short supported this idea  · 

  3. Having the opportunity to upload video or even a YouTube link would allow organizations to showcase their work.

    21 votes

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    Feedback Needed  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Hollie Short commented  · 

    Need the ability for grantees to upload a video into GLM. Do not want to upload to YouTube and share the link because if the video is removed from YouTube the foundation loses the recording.

  4. Fund Advisor Portal: Vender Payments/Vouchers

    20 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Hollie Short commented  · 

    Need the ability for fund advisors to submit a payment request through the donor portal. This would be used for a reimbursement, a request to pay an expense, etc.

    This is a show stopper for this organization.

  5. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Hollie Short supported this idea  · 

  6. Warning message if revenue share will push a fund underwater.

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Hollie Short shared this idea  · 

  7. Distribution Audit Details - Make available prior to posting

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Hollie Short supported this idea  · 

  8. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Hollie Short supported this idea  · 

  9. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Hollie Short supported this idea  · 

  10. Grant Description Required in Donor Portal

    40 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Hollie Short supported this idea  · 

  11. Opportunity Tasks Notes Need to Show Up on the Fund

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Hollie Short supported this idea  · 

  12. Include email responses in Contact email history

    28 votes

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    1 comment  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Hollie Short supported this idea  · 

  13. Forward emails from outside of Foundant into the System

    14 votes

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    2 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Hollie Short supported this idea  · 

  14. Forms for Committee Members

    12 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Hollie Short supported this idea  · 

  15. Batch Emailing Committee Members

    23 votes

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    2 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Hollie Short supported this idea  · 

  16. Evaluating Follow-up submissions

    79 votes

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    Proposed Idea  ·  57 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Hollie Short commented  · 

    A client I am working with in the sales process would really like to have Follow Up Evaluations as their committee evaluates the progress of multi-year grants against their goals prior to completing a site visit, which is ultimately used to determine if they will continue funding the grant project.

    Hollie Short supported this idea  · 

  17. Board Member Access to Follow Up Reports

    51 votes

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    Proposed Idea  ·  25 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Hollie Short supported this idea  · 

  18. Batch update "Do not email"

    27 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Hollie Short supported this idea  ·