Settings and activity

27 results found

1. Listing of Funds on the portal - use public name field

   16 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

   Public Name is used in the Fund Listing for the Donation Portal.  Fund Name is used for the Fund Advisor Portal because it is the legal name of the fund.  Are you asking for the Fund Public name to be used in the Fund Advisor Portal?

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   Laura Moon commented  ·  Jan 8, 2024  ·  Edit…  ·  Delete…

   On the fund portal, there is an area listing funds that can receive a grant, I'd like the public name field to appear there if the fund has that field populated.
   Since that is like a fund advisor making a donation to that community foundation fund by using their fund portal/DAF, I'd like those funds to be visible in the same way they are on the donation portal.
   Lemme know if that makes sense, thanks!

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   Laura Moon shared this idea  ·  Jul 26, 2023

2. Increased Ability to Make Bulk Changes

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Dec 21, 2023

3. Gift Adjustments: Requires Unreconciliation

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Dec 1, 2023

4. Scholarship Directory (Similar to Nonprofit Directory)

   55 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Dec 1, 2023

5. Optional Grant Letter: Proposed Idea

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Nov 30, 2023

6. bulk upload

   10 votes

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

   
   

   Laura Moon supported this idea  ·  Nov 28, 2023

7. Recognition Name Not Shown on the Fund Portal

   34 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Nov 22, 2023

8. Don't notify advisor any grant adjustments

   34 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Oct 3, 2023

9. Fund Advisor Bulk Edits

   29 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Laura Moon commented  ·  Aug 11, 2023  ·  Edit…  ·  Delete…

   As improvements and modifications are made to the fund advisor/donor portal, clients will expand and rollout different portions of it.
   ie: grant catalog, financials, etc.
   It would be amazing if you could bulk modify the fund advisor permissions.
   Thanks!

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   Laura Moon supported this idea  ·  Aug 11, 2023

10. Donor/FA Portal: Add sticky note/flag to view upon login

    20 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

    
    

    Laura Moon supported this idea  ·  Jul 26, 2023

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

    36 votes

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

    
    

    Laura Moon supported this idea  ·  May 11, 2023

12. Add Online Donation Description to the Description Field not Notes FIeld

    22 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Apr 19, 2023

13. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Feb 1, 2023

14. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Feb 1, 2023

15. 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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    Laura Moon supported this idea  ·  Dec 15, 2022

16. Profile Types & Permissions

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Nov 22, 2022

17. Bulk Edit - Payment schedule date and grant date

    26 votes

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

    
    

    Laura Moon supported this idea  ·  Oct 6, 2022

18. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Aug 3, 2022

19. 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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    Laura Moon supported this idea  ·  Aug 3, 2022

20. 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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    Laura Moon supported this idea  ·  Aug 3, 2022