Settings and activity

43 results found

1. Campaigns Without Tickets for Online Donations

   77 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Jul 10, 2023

2. Donor portal: Add a required check box when submitting a grant to confirm Grant Eligibility

   30 votes

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

   This is a June release :) 

   Sally Hermann supported this idea  ·  Jul 6, 2023
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   Sally Hermann commented  ·  Oct 20, 2022  ·  Edit…  ·  Delete…

   It would be wonderful to have a checkbox that fund advisors must click on when recommending a grant, so they are verifying that no goods and services would be received when recommending a grant. We do have verbiage saying that by submitting this grant recommendation you agree to the terms, but I think a checkbox would be more noticeable.

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3. chat box

   21 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

4. Closed Funds should appear in Red in Relationships tab

   77 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

5. Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"

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   16 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  ·  May 31, 2023

6. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

   60 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  May 31, 2023

7. Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal

   31 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 Hermann supported this idea  ·  Feb 1, 2023

8. 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

9. display grant letter templates in grant record

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   24 votes

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   2 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  ·  Jan 31, 2023

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

    21 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

11. grant type guidestar

    43 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

12. Fund Advisor Portal: Vender Payments/Vouchers

    20 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  ·  Oct 20, 2022
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    Sally Hermann commented  ·  Sep 14, 2022  ·  Edit…  ·  Delete…

    We would like the capability for our affiliate board members/ fiscal sponsors to be able to submit expenses via the Donor Advisor Portal.

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13. Report field to indicate if a grant is a multi-fund grant

    11 votes

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

    
    

    Sally Hermann supported this idea  ·  Oct 20, 2022

14. Secure option to obtain ACH information

    153 votes

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    Under Consideration  ·  9 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  Oct 20, 2022

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

    28 votes

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

16. Add Details under Recurring Grants on Donor Portal

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    36 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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17. Recurring Grant: Calendar End Date Option

    28 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  ·  May 11, 2022

18. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  May 11, 2022

19. Grant Description Required in Donor Portal

    40 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sally Hermann supported this idea  ·  May 11, 2022

20. Grants On Hold In More Buckets - Approval & Voucher

    35 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sally Hermann supported this idea  ·  May 11, 2022