Settings and activity

28 results found

1. Fund Advisor Options - Donations and Grants Emails

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 13, 2025

2. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

   19 votes

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 10, 2025

3. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

   105 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 10, 2025

4. Donor Portal

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 6, 2025

5. New Portal tutorial for outside users

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 6, 2025

6. Parent Org Unable to View Child Org Details in Portal

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep shared this idea  ·  Jan 31, 2025

7. Household Donations on Donor Portal

   58 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 31, 2025

8. Create ability to attach files to a note

   102 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 22, 2025

9. Recurring Alerts on Home Menu

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   91 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 22, 2025

10. Formatting for "Amount" fields in all Content areas

    43 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Jan 22, 2025

11. Indicate required fields with an asterisk

    63 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Jan 22, 2025

12. Login As --Removes user's existing login

    131 votes

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    Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Jan 22, 2025

13. Email Tax Receipt Preview

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Nov 8, 2024

14. Last Donation Date does not reflect accurate last gift date

    109 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Apr 22, 2024

15. Multiple Advisors on one grant

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Mar 20, 2024

16. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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

    
    

    Brittaney Reep supported this idea  ·  Jun 15, 2023

17. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  May 18, 2023

18. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  May 18, 2023

19. board portal

    188 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  May 18, 2023

20. Secure option to obtain ACH information

    193 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  May 18, 2023