Settings and activity

54 results found

1. History of Fund Advisors for a Fund

   38 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sally Weldon supported this idea  ·  July 21, 2022

2. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  July 21, 2022

3. Turn off notifications when deactivating CSuite user

   36 votes

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

   
   

   Sally Weldon supported this idea  ·  May 19, 2022

4. Change Fund Group at a Point in Time

   84 votes

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

   
   

   Sally Weldon supported this idea  ·  May 19, 2022

5. If Then logic custom reports

   17 votes

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

   
   

   Sally Weldon supported this idea  ·  April 12, 2022

6. Scholarships in Donor Portal not showing in Total Grants amount

   14 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  February 04, 2022

7. stock gift entry - import, update description and entry order

   108 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  February 04, 2022

8. Scholarship communication with applicants via text

   69 votes

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   Feedback Needed  ·  29 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Sally Weldon commented  ·  November 04, 2021  ·  Edit…  ·  Delete…

   "I would say we probably send anywhere between 1000-2000 messages to students. 2000 seems high but because we represent such a large service area, a lot of my messages are reminders of deadlines and to let students know they need to check their emails. "- Lezette Parks, Scholarship Officer CFWNC - uses Smarter Select to process Scholarship apps - because of the texting capability.

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9. Day Date for Cleared Checks in Bank Reconcile

   9 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  September 22, 2021

10. File Organization in Donor Portal

    97 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sally Weldon supported this idea  ·  August 05, 2021

11. notes by date

    14 votes

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

    
    

    Sally Weldon shared this idea  ·  August 05, 2021

12. Make Opportunity Type Inactive

    24 votes

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

    
    

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    Sally Weldon commented  ·  June 07, 2021  ·  Edit…  ·  Delete…

    This is a great idea, has been a year since it was posted. Besides, the "Active" shows up in the edit mode of the Type, why not be able to toggle it to INACTIVE?

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    Sally Weldon supported this idea  ·  June 07, 2021

13. 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

    
    

    Sally Weldon supported this idea  ·  October 20, 2020

14. Customization of the Organizational Information Form

    6 votes

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    3 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sally Weldon supported this idea  ·  October 18, 2016