Settings and activity

44 results found

1. Multiple Email Options for Communications

   16 votes

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

2. Make it clear when you are in Sandbox Donation or Fund Portal

   6 votes

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

   
   

   Sally Hermann supported this idea  ·  February 14, 2024

3. Statement Type Option for No Statements

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  February 14, 2024

4. Grant "in process"

   20 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  February 14, 2024

5. Fund statements

   127 votes

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

6. Optional Grant Letter: Proposed Idea

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  February 14, 2024

7. Don't notify advisor any grant adjustments

   34 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  February 14, 2024

8. notes on donor portal

   23 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  February 14, 2024

9. Bulk Profile Updates and Note Additions

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  February 08, 2024

10. A notification to your email when an email bounces back in the system.

    38 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  January 29, 2024

11. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sally Hermann commented  ·  January 04, 2024  ·  Edit…  ·  Delete…

    We have had quite a few advisors leave unsubmitted grant requests in the portal, even with instructions on how to submit. I would love a feature where advisors would get an automatic email when they have an unsubmitted grant request in their "cart".

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    Sally Hermann supported this idea  ·  May 31, 2023

12. Complete Multiple Grants at One Time

    70 votes

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    11 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  ·  December 27, 2023

13. canceled grant status

    9 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  December 27, 2023

14. Post "Reviewed" Only Gifts

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  December 13, 2023

15. Envelope Printing Incorrectly for DAF Donations

    34 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  October 26, 2023

16. 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  ·  October 05, 2023

17. On Hold Grants

    17 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  ·  September 26, 2023

18. Rename Unsubmitted Grant Requests to Grant Cart

    36 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sally Hermann commented  ·  September 26, 2023  ·  Edit…  ·  Delete…

    Yes, an email to fund advisors who left an unsubmitted request in the cart would be very helpful!

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    Sally Hermann supported this idea  ·  September 26, 2023

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

    37 votes

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    5 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  ·  July 17, 2023

20. Fund Advisor Portal: Visibility for grant checks cleared

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    48 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  July 17, 2023