Settings and activity

22 results found

1. Household opportunities should show on Individual profiles

   42 votes

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

   
   

   Curtis Shifflett supported this idea  ·  Apr 4, 2024

2. Opportunity Pop Up Notification

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   22 votes

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

   
   

   Curtis Shifflett supported this idea  ·  Mar 7, 2024

3. Opportunity Task Workflow

   29 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

   
   

   Curtis Shifflett supported this idea  ·  Mar 7, 2024

4. Change Fund Group at a Point in Time

   84 votes

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

   
   

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   Curtis Shifflett commented  ·  Nov 1, 2023  ·  Edit…  ·  Delete…

   We continue to have issues with this. Any chance this will get another look? Group and subgroup would be great.

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   Curtis Shifflett supported this idea  ·  Nov 1, 2023

5. Fund statements

   125 votes

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   Proposed Idea  ·  13 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Aug 23, 2023

6. Fund Advisor: Make Password visible

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Curtis Shifflett supported this idea  ·  Jul 12, 2023

7. Log for Online Grant Requests Before Creating the Grant

   22 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Curtis Shifflett commented  ·  May 11, 2023  ·  Edit…  ·  Delete…

   Can we also include the user name if a staff person is using a proxy login? Currently, it shows that the donor is making the request. There are times when the donor asks us during a meeting to enter the grant but they are not, in fact, entering the grant, a staff person is.

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   Curtis Shifflett supported this idea  ·  May 11, 2023

8. Opportunity Tasks Notes Need to Show Up on the Fund

   27 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Curtis Shifflett supported this idea  ·  Jan 19, 2023

9. Make Opportunity Type Inactive

   24 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

   
   

   Curtis Shifflett supported this idea  ·  Nov 22, 2022

10. Grant Request Notes Visible to Fund Advisor After Submission

    11 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Nov 22, 2022

11. notes by date

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Curtis Shifflett supported this idea  ·  Nov 22, 2022

12. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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

    
    

    Curtis Shifflett supported this idea  ·  Aug 11, 2022

13. CC and BCC E-mail to attach donor correspondence

    23 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Aug 11, 2022

14. Donor Contact

    22 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

    
    

    Curtis Shifflett supported this idea  ·  Aug 11, 2022

15. Sandbox Permissions

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Curtis Shifflett supported this idea  ·  Aug 11, 2022

16. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    34 votes

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

    
    

    Curtis Shifflett supported this idea  ·  Aug 3, 2022

17. History of Fund Advisors for a Fund

    38 votes

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

    
    

    Curtis Shifflett supported this idea  ·  Aug 3, 2022

18. Parent-subsidiary relationships

    6 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Aug 3, 2022

19. Column View for ALL financial reports

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Curtis Shifflett supported this idea  ·  Jul 21, 2022

20. Allow Fund Advisors to See Household Receipts

    54 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Curtis Shifflett supported this idea  ·  Jul 21, 2022
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    Curtis Shifflett commented  ·  Jul 21, 2022  ·  Edit…  ·  Delete…

    This would be huge for us. Much needed. Thanks for suggesting it.

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