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48 results found

  1. Notify fund advisor when a recurring grant is about to expire

    9 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  2. Grant- post by payment option

    34 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. commented  · 

    It would be so helpful to have this functionality!

    Jillian P. supported this idea  · 

  3. Don't notify advisor any grant adjustments

    34 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  4. Create ability to attach files to a note

    52 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jillian P. supported this idea  · 

  5. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    56 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 

  6. Enable Two-Factor Authentication via Text Message

    78 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  7. unapprove payment without posting grant for approval

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. shared this idea  · 

  8. Option to not show donation amount in graphs on donor advisor portal

    9 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  9. Hide donation amounts on fund statements if fund is marked to hide amounts

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Jillian P. supported this idea  · 

  10. Same Beneficiary, Different Purpose

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. shared this idea  · 

  11. Ability to change fund template to advanced

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jillian P. shared this idea  · 

  12. Change Log back to detail it used to provide

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jillian P. supported this idea  · 

  13. 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  ·  Admin →
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    Jillian P. supported this idea  · 

  14. Require Primary Advisor Approval

    3 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. commented  · 

    This is a huge hinderance for many of our advisors. It also creates wild inefficiencies when processing grants. We have several funds that are configured to require primary advisor approval and those same funds have a primary advisor that submits many grants. In order to create a grant from the recommendation of that advisor, I have to change the setting on that fund every time. This is flawed functionality and needs addressing asap.

    Jillian P. supported this idea  · 

  15. Complete Multiple Grants at One Time

    71 votes

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    11 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  16. Profiles: jump link to get to grants listing under grantee summary in donor portal

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  17. Fund Advisor Bulk Edits

    29 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  18. Statement Type Option for No Statements

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  19. canceled grant status

    9 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. commented  · 

    When a grant is canceled the status in Csuite (not just the fund advisor portal) should say "canceled" not "paid". Doing so will provide an accurate listing of grants from a grantee's grant tab and will prevent you from having to click into a canceled grant to confirm it actually was canceled.

    Jillian P. supported this idea  · 

  20. On Hold Grants

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 
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