Settings and activity

91 results found

1. Allow for multiple advisors on an account to be notified when requesting balance swaps

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 22, 2024

2. customizable text for tribute fields in Giving Hub

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 8, 2024

3. Show who is notified in online tribute dropdown

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 8, 2024

4. Tributes sent - should be in the logs for the profile receiving the notification

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Oct 8, 2024

5. Indicate fund balance has been reduced by pending grants on the fund

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Aug 8, 2024

6. Add ability to view grants in a tab on the fund page

   12 votes

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   4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

   Lynn Oltmanns supported this idea  ·  Aug 8, 2024

7. Print Universal Application questions by opportunities

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   7 votes

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

   
   

   Lynn Oltmanns supported this idea  ·  Jul 11, 2024

8. UA Opportunity Printing

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   0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 11, 2024

9. Internal grant envelopes

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

   
   

   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

10. Copied grants - please make default grant & payment date the new grant date

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

11. Default Grant Sort

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

12. Recurring Grants - New Interval

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

13. Grant description field should be larger so it can be viewed without scrolling

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

14. Fund Created Field - not a date stamp

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

15. Grant Approver: Easier way to create new approver

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

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

    18 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

17. fund advisor portal grant notification-advisor specific

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

18. 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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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

19. Change "no-reply@fcsuite.com" to Default Email Reply To

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

20. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Lynn Oltmanns supported this idea  ·  Jul 2, 2024