Settings and activity

27 results found

1. New Fund Advisor Portal Grant Request Style

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Jan 27, 2025

2. Change Grantee in Grant Request to internal fund

   56 votes

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   Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Oct 23, 2024

3. Household Donations on Donor Portal

   58 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Oct 23, 2024

4. Bulk Delete Profiles from Campaign

   42 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Jun 10, 2024

5. Multiple Email Options for Communications

   26 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Apr 11, 2024

6. Statement Type Option for No Statements

   24 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Feb 14, 2024

7. Fund statements: Need school name in Grantee section

   148 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

   Sally Hermann supported this idea  ·  Feb 14, 2024

8. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Feb 14, 2024

9. Don't notify advisor any grant adjustments

   42 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Feb 14, 2024

10. Envelope Printing Incorrectly for DAF Donations

    40 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Oct 26, 2023

11. percentage of gift to spendable

    30 votes

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

    
    

    Sally Hermann supported this idea  ·  Oct 5, 2023

12. On Hold Grants

    21 votes

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

    
    

    Sally Hermann supported this idea  ·  Sep 26, 2023

13. Grant Letters - Need Ability to Customize Process & Edit Letters

    46 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Jul 17, 2023

14. Campaigns Without Tickets for Online Donations

    104 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Jul 10, 2023

15. chat box

    23 votes

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

    
    

    Sally Hermann supported this idea  ·  Jul 6, 2023

16. Closed Funds should appear in Red in Relationships tab

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Jul 6, 2023

17. Recurring Grants- Voucher Date

    15 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 Hermann supported this idea  ·  Feb 1, 2023

18. Select Share Document [Yes/No] when uploading a file

    23 votes

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

    
    

    Sally Hermann supported this idea  ·  Jan 31, 2023

19. grant type guidestar

    46 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Jan 31, 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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    Sally Hermann supported this idea  ·  Oct 20, 2022