Settings and activity

19 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

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   63 votes

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   Proposed Idea  ·  5 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

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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. Recurring Alerts on Home Menu

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   103 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

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

   89 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

8. Indicate required fields with an asterisk

   106 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

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

   249 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 22, 2025

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

    116 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

11. Multiple Advisors on one grant

    20 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Mar 20, 2024

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

    31 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

13. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  May 18, 2023

14. One Log In Across Foundant Platforms

    227 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

15. board portal

    204 votes

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    11 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

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

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Mar 30, 2023

17. Combine credit card fees with the donation amount

    120 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

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Brittaney Reep supported this idea  ·  Mar 30, 2023

18. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    36 votes

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

    
    

    Brittaney Reep supported this idea  ·  Feb 22, 2023

19. Change Fund Group at a Point in Time

    97 votes

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

    
    

    Brittaney Reep supported this idea  ·  Feb 22, 2023