Settings and activity

25 results found

1. Fund Advisor Options - Donations and Grants Emails

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   Proposed Idea  ·  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

   41 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 10, 2025

3. Donor Portal

   3 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

4. New Portal tutorial for outside users

   13 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

5. 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

6. Create ability to attach files to a note

   108 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

7. Recurring Alerts on Home Menu

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   100 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

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

   71 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

9. Indicate required fields with an asterisk

   80 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 22, 2025

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

    207 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Jan 22, 2025

11. Email Tax Receipt Preview

    19 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

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

    111 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

13. Multiple Advisors on one grant

    19 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

14. 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

15. Docusign Integration

    135 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

16. One Log In Across Foundant Platforms

    223 votes

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

17. board portal

    198 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

18. Credit card fees and tax recpts

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

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

    58 votes

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

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

20. Combine credit card fees with the donation amount

    117 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023