Settings and activity

30 results found

1. Attached files sorted most recent at the top (or options to select sort).

   39 votes

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   4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Leslie Petersen supported this idea  ·  Feb 1, 2024

2. 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

   
   

   Leslie Petersen supported this idea  ·  Feb 1, 2024

3. ApplePay, PayPal, Venmo integration

   26 votes

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

   
   

   Leslie Petersen supported this idea  ·  Sep 13, 2023

4. Campaigns Without Tickets for Online Donations

   74 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Leslie Petersen supported this idea  ·  Aug 31, 2023

5. Fund statements

   125 votes

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   Proposed Idea  ·  13 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Leslie Petersen supported this idea  ·  Aug 31, 2023

6. 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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   Leslie Petersen supported this idea  ·  May 17, 2023

7. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

   132 votes

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   3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Leslie Petersen supported this idea  ·  Jan 26, 2023

8. Add Fund Open Date and Investment Strategy to Underwater Funds Report

   71 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Leslie Petersen supported this idea  ·  Jan 26, 2023

9. Color code outward facing fields

   54 votes

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

   
   

   Leslie Petersen supported this idea  ·  Dec 19, 2022

10. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Dec 19, 2022

11. Secure option to obtain ACH information

    140 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Dec 19, 2022

12. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Dec 7, 2022

13. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Dec 7, 2022

14. fund balance on fund history page

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Dec 7, 2022

15. Fund Advisor Portal: Ability to Sort the Fund Statements by Column Headings

    6 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Dec 7, 2022

16. board portal

    157 votes

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

    
    

    Leslie Petersen supported this idea  ·  Nov 30, 2022

17. 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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    Leslie Petersen supported this idea  ·  Oct 19, 2022

18. Donor Portal: Do not require phone number on grant request

    11 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Jul 13, 2022

19. Donor/Fund Advisor Portal Donate Tab

    31 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Jun 8, 2022

20. Recurring Grants - Donor Portal View

    50 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Leslie Petersen supported this idea  ·  Jun 8, 2022