Settings and activity

20 results found

1. Filtering in portal reports

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Liu shared this idea  ·  Oct 13, 2024

2. Show Multiyear Grants in Grant Summary table as they are paid

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Liu supported this idea  ·  Oct 13, 2024

3. "Back End" Affiliate/SO Fund Advisor Portal Styling

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   18 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Liu supported this idea  ·  Oct 13, 2024

4. Make Suggested Donation Levels Customizable for Affiliate/Supporting Org Donation Portals

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jennifer Liu supported this idea  ·  Aug 20, 2024

5. Stripe Terminal

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jennifer Liu supported this idea  ·  Jun 27, 2024

6. Donation Portal: Giving levels by fund

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   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jennifer Liu supported this idea  ·  Jun 16, 2024

7. Annual grant letter for an organization - customized merge fields

   13 votes

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   2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Jennifer Liu supported this idea  ·  Jun 16, 2024

8. Report field to indicate if a grant is a multi-fund grant

   11 votes

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   1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   In Grants, select reports in the left hand menu.  Next, select the date range for your reporting need.  The master grant id is a column on the far right of this report.  This would indicate if the grant is a multi-fund grant.  

   Jennifer Liu supported this idea  ·  Mar 22, 2023

9. Secure option to obtain ACH information

   176 votes

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   Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jennifer Liu supported this idea  ·  Feb 9, 2023

10. Donor Contact

    23 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

    
    

    Jennifer Liu supported this idea  ·  Jul 12, 2022

11. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jennifer Liu supported this idea  ·  Jun 15, 2022

12. Admin Fee Report/Audit Support

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Jennifer Liu supported this idea  ·  Jun 6, 2022

13. Financials: fund balance (show $0 balance funds)

    27 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jennifer Liu supported this idea  ·  May 19, 2022

14. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    81 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jennifer Liu supported this idea  ·  May 19, 2022

15. Accidental duplicate donations by donors

    29 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Liu shared this idea  ·  May 18, 2022

16. History of Fund Advisors for a Fund

    43 votes

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

    
    

    Jennifer Liu supported this idea  ·  May 18, 2022

17. Change Fund Group at a Point in Time

    86 votes

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

    
    

    Jennifer Liu supported this idea  ·  May 18, 2022

18. revert question to no answer

    13 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Would this only need to be an admin function or would you want the ability for your end users as well?

    
    

    -sammie

    Jennifer Liu supported this idea  ·  Apr 4, 2022

19. Destination funds for internal grants named on fund statements

    27 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

    
    

    Jennifer Liu supported this idea  ·  Sep 30, 2021

20. Do not send Grant Notify email when a grant is unposted

    30 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jennifer Liu supported this idea  ·  Aug 31, 2021