Settings and activity

14 results found

1. 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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   Ciara Stahly supported this idea  ·  January 11, 2024

2. notes on donor portal

   23 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Ciara Stahly supported this idea  ·  January 11, 2024

3. 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

   
   

   Ciara Stahly supported this idea  ·  January 11, 2024

4. Household opportunities should show on Individual profiles

   42 votes

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

   
   

   Ciara Stahly supported this idea  ·  January 11, 2024

5. Last Donation Date does not reflect accurate last gift date

   81 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Ciara Stahly supported this idea  ·  January 11, 2024

6. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   50 votes

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

   
   

   Ciara Stahly supported this idea  ·  January 11, 2024

7. On Hold Grants

   16 votes

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

   
   

   Ciara Stahly shared this idea  ·  August 04, 2023

8. Combine credit card fees with the donation amount

   104 votes

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   5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   An error occurred while saving the comment
   Ciara Stahly commented  ·  August 04, 2023  ·  Edit…  ·  Delete…

   We had this problem, so we created a Credit Card Fee Fund so the CC fee isn’t attributed to the actual fund.

   Save Submitting...

9. Select Share Document [Yes/No] when uploading a file

   21 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

   
   

   Ciara Stahly supported this idea  ·  July 18, 2023

10. Link one note to multiple profiles or funds

    33 votes

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

    
    

    Ciara Stahly supported this idea  ·  February 01, 2023

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

    27 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

    
    

    Ciara Stahly supported this idea  ·  February 01, 2023

12. Add custom columns feature to the Request History page

    22 votes

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

    
    

    Ciara Stahly supported this idea  ·  December 15, 2022

13. History of Fund Advisors for a Fund

    38 votes

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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

    
    

    Ciara Stahly supported this idea  ·  August 03, 2022

14. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Ciara Stahly supported this idea  ·  August 03, 2022