Settings and activity

51 results found

1. Add Details under Recurring Grants on Donor Portal

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   36 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Julie Looper supported this idea  ·  July 21, 2022

2. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Julie Looper supported this idea  ·  July 21, 2022

3. Custom Field Type - number option

   20 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

   
   

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   Julie Looper commented  ·  July 18, 2022  ·  Edit…  ·  Delete…

   We have a custom field for amount requested, however since it is only available as a text option, it doesn't serve its purpose when running reports on amount requested versus amount granted for specific grant cycles, etc.. It would be extremely helpful to have the ability for a custom field to be a number.

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   Julie Looper supported this idea  ·  July 18, 2022

4. Change Fund Group at a Point in Time

   85 votes

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

   
   

   Julie Looper supported this idea  ·  June 16, 2022

5. fund advisor portal grant notification-advisor specific

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Julie Looper supported this idea  ·  June 08, 2022

6. View Grantee Address While Creating the Grant

   24 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie Looper supported this idea  ·  June 08, 2022

7. Create/View Installment Grants in Fund Advisor Portal

   8 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Moving this back to proposed.  We plan to update the status language in the Fund Advisor portal.  Multi installment lines can currently be viewed by clicking a grant id.  

   Julie Looper supported this idea  ·  May 27, 2022

8. Donor portal view multipayment grants

   24 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Julie Looper supported this idea  ·  May 27, 2022

9. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

   79 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Julie Looper supported this idea  ·  May 27, 2022

10. One Log In Across Foundant Platforms

    198 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Looper supported this idea  ·  May 27, 2022

11. voucher grants

    21 votes

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

    
    

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    Julie Looper commented  ·  May 25, 2021  ·  Edit…  ·  Delete…

    I agree, although this can be created through a filter, it would be very helpful if it was easily distinguishable, at least have a column to show the voucher ID for those that have already had a voucher created.

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    Julie Looper supported this idea  ·  May 25, 2021