Settings and activity

54 results found

1. Copy Collaborators in Email Communications

   10 votes

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   0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Elizabeth Messerli supported this idea  ·  Oct 2, 2023

2. Opportunity Pop Up Notification

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   23 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

   
   

   Elizabeth Messerli supported this idea  ·  Sep 20, 2023

3. Link Tasks to the Stages in Opportunities

   19 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

   
   

   Elizabeth Messerli supported this idea  ·  Sep 20, 2023

4. 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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   Elizabeth Messerli commented  ·  Sep 14, 2023  ·  Edit…  ·  Delete…

   The email notification would be super helpful! Perhaps if it's left in the cart longer than 24 hours, they get a little reminder; or if they click "log out", a pop-up would alert them. Currently reaching out to our fund holders to check if they wanted to submit a grant in their cart is a manual task that our staff does each week as part of our grant process.

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   Elizabeth Messerli supported this idea  ·  Sep 14, 2023

5. Numbers Formatting

   17 votes

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

   
   

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   Elizabeth Messerli commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

   Yes, please!

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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

6. Color code outward facing fields

   55 votes

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

   
   

   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

7. One Log In Across Foundant Platforms

   198 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

8. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

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

   28 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

10. Permission to Delete Others' Shared Reports

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

11. Opportunity Task Workflow

    32 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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

12. Automated Workflows for Donor Stewardship

    17 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Elizabeth Messerli commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

    Yes! Would love this feature!

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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

13. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    15 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

14. Note block view and sizing s/b across full screen.

    18 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

15. Profile changes (ex: name, address) should not update historical information.

    48 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

16. Custom Reports: Multiple Filters

    107 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

17. Add option to create a letter from a profile

    47 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

18. Add # of Gifts field to Profile reports

    39 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

19. Closed Funds should appear in Red in Relationships tab

    77 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

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

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023