Settings and activity

34 results found

1. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   29 votes

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

   
   

   Jillian P. supported this idea  ·  Aug 1, 2024

2. Don't notify advisor any grant adjustments

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jillian P. supported this idea  ·  Mar 13, 2024

3. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   66 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

   
   

   Jillian P. supported this idea  ·  Mar 13, 2024

4. Fund Advisor Bulk Edits

   39 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jillian P. supported this idea  ·  Dec 26, 2023

5. Statement Type Option for No Statements

   24 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jillian P. supported this idea  ·  Dec 26, 2023

6. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jillian P. supported this idea  ·  Dec 26, 2023

7. Evaluator User Role Should Be Customizable by Process or Permissions

   11 votes

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   2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Jillian P. supported this idea  ·  Sep 8, 2023

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

   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jillian P. supported this idea  ·  Feb 1, 2023

9. Indicate required fields with an asterisk

   100 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jillian P. supported this idea  ·  Feb 1, 2023

10. Linking profiles to funds- multiple links at a time

    58 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jillian P. supported this idea  ·  Feb 1, 2023

11. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jillian P. supported this idea  ·  Nov 29, 2022

12. Change Fund Group at a Point in Time

    97 votes

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

    
    

    Jillian P. supported this idea  ·  Aug 18, 2022

13. Times Follow Up Forms Are Due

    10 votes

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

    
    

    Jillian P. supported this idea  ·  Jul 1, 2022

14. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jillian P. supported this idea  ·  Jun 6, 2022