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1. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling commented  ·  August 24, 2023  ·  Edit…  ·  Delete…

   I agree with these comments! It is confusing inside and outside the community foundation and would make an enormous difference. A similar idea is posted here: https://bit.ly/3srYZru

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   Jennifer Meckling supported this idea  ·  July 10, 2023

2. Campaigns: Add the Campaign Group as a field when looking at Profiles in a Campaign

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

   
   

   Jennifer Meckling supported this idea  ·  August 17, 2023

3. Tab permissions on fund advisors ALL or NONE

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling shared this idea  ·  August 15, 2023

4. Different Categories of Fund Advisors

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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

   
   

   Jennifer Meckling supported this idea  ·  August 15, 2023

5. More than one fund linked to Opportunity

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

   
   

   Jennifer Meckling shared this idea  ·  August 03, 2023

6. Add ability to link Opportunity to a Profile that served as a referral

   24 votes

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

   
   

   Jennifer Meckling supported this idea  ·  August 03, 2023

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

   9 votes

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

   
   

   Jennifer Meckling supported this idea  ·  July 26, 2023

8. Portal Styling Support with Classes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  July 18, 2023

9. AUG UPDATE - Funds Shortname

   7 votes

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

   
   

   Jennifer Meckling supported this idea  ·  July 18, 2023

10. Link Tasks to the Stages in Opportunities

    16 votes

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

    
    

    Jennifer Meckling supported this idea  ·  July 18, 2023

11. Opportunity Task Flow

    22 votes

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

    
    

    Jennifer Meckling supported this idea  ·  July 18, 2023

12. Combine credit card fees with the donation amount

    85 votes

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

    
    

    Jennifer Meckling supported this idea  ·  July 18, 2023

13. Internal vs. External Donations

    58 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Dashboards  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  July 18, 2023

14. Fund Advisor Portal Enhancements Please

    117 votes

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    Under Consideration  ·  16 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  July 10, 2023

15. Fund Portal Users to Search Balance by Date

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  July 10, 2023

16. Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"

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    8 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling shared this idea  ·  May 18, 2023

17. "Delete All" campaign option on profile

    7 votes

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

    
    

    Jennifer Meckling supported this idea  ·  May 08, 2023

18. Nonprofit Directory: Keyword search for donors + more elegant appearance

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Nonprofit  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  April 11, 2023

19. Nonprofit Directory - phone numbers, emails, addresses, EINs

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    7 votes

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    3 comments  ·  CommunitySuite Idea Lab » Nonprofit  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  April 11, 2023
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    Jennifer Meckling commented  ·  August 13, 2021  ·  Edit…  ·  Delete…

    Nonprofit Directory has great potential! Here are a few things that would make it great: A phone number for the nonprofit would be really helpful. See this screen grab from the Help Center - it looks like it was an option at one time... :-)

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20. One Log In Across Foundant Platforms

    176 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  April 11, 2023