Settings and activity

8 results found

1. Grant Notify for Internal Grants

   19 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   spencer butler supported this idea  ·  Aug 21, 2025

2. Create Grant Request - Enhancement Option to Rename the Button

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Jan 22, 2025

3. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   58 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Jan 22, 2025

4. Login As --Removes user's existing login

   235 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Jan 22, 2025

5. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Aug 28, 2024
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   spencer butler commented  ·  Aug 22, 2024  ·  Edit…  ·  Delete…

   It should NOT require two staff members to provide logon access to new fund advisors.

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6. Add Profile Fund Category to Fund Advisor Fund Custom Report

   33 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Sep 8, 2022

7. One Log In Across Foundant Platforms

   224 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Jan 25, 2022

8. email - integration with Outlook

   86 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Apr 21, 2021