Settings and activity

19 results found

1. Rename Unsubmitted Grant Requests to Grant Cart

   37 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  April 05, 2024

2. Multiple Advisors on one grant

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michael Elfenbaum shared this idea  ·  March 19, 2024

3. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

   23 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  January 05, 2024

4. Files on the Fund Advisor portal should be able to be sorted in descending order

   11 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  November 22, 2023

5. voucher refund

   13 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  October 27, 2023

6. 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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   Michael Elfenbaum shared this idea  ·  October 26, 2023

7. grant notification to grantees - have two default emails

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michael Elfenbaum shared this idea  ·  October 26, 2023

8. Fund statements

   129 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  September 18, 2023

9. System Data - Content: enable html for grant_letter_email_body

   12 votes

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

   
   

   Michael Elfenbaum supported this idea  ·  August 22, 2023

10. internal grant upload

    47 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

    
    

    Michael Elfenbaum supported this idea  ·  May 01, 2023

11. attaching files

    12 votes

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

    
    

    Michael Elfenbaum shared this idea  ·  February 06, 2023

12. Include Custom Fields in "Add Financial Filter".

    42 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  January 06, 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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    Michael Elfenbaum supported this idea  ·  October 26, 2022

14. Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)

    12 votes

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

    
    

    Michael Elfenbaum supported this idea  ·  October 09, 2022

15. Inception to Date Report with Fund Balances

    42 votes

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    6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michael Elfenbaum supported this idea  ·  September 22, 2022

16. payment date

    22 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

    
    

    Michael Elfenbaum supported this idea  ·  September 13, 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

    
    

    Michael Elfenbaum supported this idea  ·  September 13, 2022

18. Admin Fee Report

    21 votes

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

    
    

    Michael Elfenbaum supported this idea  ·  August 29, 2022

19. Grants On Hold In More Buckets - Approval & Voucher

    35 votes

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

    
    

    An error occurred while saving the comment
    Michael Elfenbaum commented  ·  August 08, 2022  ·  Edit…  ·  Delete…

    This functionality is very important because we do not always pay grants immediately and typically do not have a set schedule to pay them. We need a better way to track grants on hold rather than them being lumped in with all vouchers.

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