Settings and activity

22 results found

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

   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  Apr 14, 2025

2. 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

3. Change Grantee in Grant Request to internal fund

   58 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

4. Multiple Email Options for Communications

   28 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

5. 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

6. Fund statements: Need school name in Grantee section

   149 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

7. 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

8. 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

9. 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

10. 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

11. 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

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

    66 votes

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

13. Campaigns Without Tickets for Online Donations

    109 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

14. 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

15. 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

16. 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

17. grant type guidestar

    48 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

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

    32 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

19. Recurring Grant: Calendar End Date Option

    38 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

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

    39 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