Settings and activity

25 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

   20 votes

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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.

   3 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

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

   3 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

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. Send auto email to FA's with unsubmitted grants in cart

   33 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  May 27, 2025

7. 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

8. Portal: ACH Option

   79 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

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

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   55 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

10. New Fund Advisor Portal Grant Request Style

    14 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

11. Change Grantee in Grant Request to internal fund

    59 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

12. Multiple Email Options for Communications

    29 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

13. Statement Type Option for No Statements

    25 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

14. 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

15. 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

16. 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

17. 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

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

    71 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Jul 17, 2023

19. 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

20. grant type guidestar

    50 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