Settings and activity

23 results found

1. fund advisor portal grant notification-advisor specific

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Jun 5, 2025

2. Abandoned Cart Email: Option to select who to send email to

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Jun 5, 2025

3. Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.

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

4. Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.

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

5. Grant Request: See grantee address on grant request page

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

6. Enhancement to Abandoned Cart Email Frequency

   12 votes

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

7. Portal: ACH Option

   99 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Apr 29, 2025

8. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   58 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Apr 14, 2025

9. New Fund Advisor Portal Grant Request Style

   15 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

10. Change Grantee in Grant Request to internal fund

    60 votes

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

11. Multiple Email Options for Communications

    32 votes

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

12. 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

13. 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

14. Don't notify advisor any grant adjustments

    43 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

15. Envelope Printing Incorrectly for DAF Donations

    43 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

16. percentage of gift to spendable

    31 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

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

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Jan 31, 2023

18. grant type guidestar

    51 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  ·  Jan 31, 2023

19. Add Profile Fund Category to Fund Advisor Fund Custom Report

    33 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Sep 1, 2022

20. Recurring Grant: Calendar End Date Option

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  May 11, 2022