Settings and activity

17 results found

1. Gift Adjustments: Requires Unreconciliation

   21 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Dec 1, 2023

2. Scholarship Directory (Similar to Nonprofit Directory)

   70 votes

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

3. 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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   Laura Moon supported this idea  ·  Nov 30, 2023

4. bulk upload

   14 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

5. Don't notify advisor any grant adjustments

   40 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Oct 3, 2023

6. Fund Advisor Bulk Edits

   35 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  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

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

   45 votes

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   6 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

8. Docusign Integration

   128 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Laura Moon supported this idea  ·  Feb 1, 2023

9. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   40 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

10. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Dec 15, 2022

11. Profile Types & Permissions

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Nov 22, 2022

12. Bulk Edit - Payment schedule date and grant date

    28 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  ·  Oct 6, 2022

13. Recurring Grant: Calendar End Date Option

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laura Moon supported this idea  ·  Aug 3, 2022

14. Fields available for Bulk Update/Import/Delete on Records

    16 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

    
    

    Laura Moon shared this idea  ·  Apr 22, 2022

15. internal grant upload

    48 votes

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    10 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  ·  Apr 22, 2022

16. Grant Notifications for Internal Grants

    46 votes

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    6 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  ·  Apr 22, 2022

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

    81 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laura Moon commented  ·  Jan 4, 2022  ·  Edit…  ·  Delete…

    NB: similar/same idea on different post --

    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44419131-automatic-notification-of-interfund-donation-to-re

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    Laura Moon commented  ·  Jan 4, 2022  ·  Edit…  ·  Delete…

    NB: similar/same idea on a different post --

    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42953547-gift-notifications-for-internal-grants

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    Laura Moon supported this idea  ·  Nov 9, 2021