Settings and activity

15 results found

1. Opportunity Task Workflow

   30 votes

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

   
   

   Wanda Willis supported this idea  ·  April 23, 2024

2. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   55 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

   
   

   Wanda Willis supported this idea  ·  April 23, 2024

3. Delete Default Templates

   30 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  April 23, 2024

4. Last Donation Date does not reflect accurate last gift date

   81 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  April 23, 2024

5. Inactivate Grant Templates

   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Wanda Willis shared this idea  ·  April 23, 2024

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  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  April 23, 2024

7. Secure option to obtain ACH information

   142 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Wanda Willis commented  ·  February 21, 2024  ·  Edit…  ·  Delete…

   This would save us so much time!

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   Wanda Willis supported this idea  ·  February 07, 2023

8. Primary Contact Field in Reports

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Wanda Willis shared this idea  ·  February 19, 2024

9. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

   21 votes

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

   
   

   Wanda Willis supported this idea  ·  May 23, 2023

10. Combine credit card fees with the donation amount

    104 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wanda Willis supported this idea  ·  May 23, 2023

11. Dynamic "Primary Org Contact" field replace static "Contact" field

    13 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

    
    

    Wanda Willis supported this idea  ·  February 07, 2023

12. File Organization in Donor Portal

    97 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wanda Willis supported this idea  ·  November 21, 2022

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

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  December 09, 2021

14. fund advisor portal grant notification-advisor specific

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  May 05, 2021

15. Grant Notifications for Internal Grants

    36 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wanda Willis shared this idea  ·  May 05, 2021