Settings and activity

17 results found

1. Filtering in portal reports

   8 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

   10 votes

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   Under Consideration  ·  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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   21 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. 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

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

   14 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

6. Secure option to obtain ACH information

   183 votes

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

7. 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

8. One Log In Across Foundant Platforms

   210 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

9. 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

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

    29 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

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

    91 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jennifer Liu supported this idea  ·  May 19, 2022

12. 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

13. History of Fund Advisors for a Fund

    45 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

14. Change Fund Group at a Point in Time

    88 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

15. 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

16. 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

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

    31 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