Settings and activity

31 results found

1. Send auto email to FA's with unsubmitted grants in cart

   30 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Mar 5, 2024

2. New hire training videos that I could assign upon hire

   23 votes

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

   
   

   Jenny Praytor supported this idea  ·  Aug 1, 2023

3. chat box

   23 votes

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

   
   

   Jenny Praytor supported this idea  ·  Aug 1, 2023

4. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

   12 votes

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

   
   

   Jenny Praytor supported this idea  ·  Aug 1, 2023

5. board portal

   187 votes

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

   
   

   Jenny Praytor supported this idea  ·  Aug 1, 2023

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

   58 votes

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

   
   

   Jenny Praytor supported this idea  ·  Aug 1, 2023

7. Combine credit card fees with the donation amount

   115 votes

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

   
   

   Jenny Praytor supported this idea  ·  Aug 1, 2023

8. Accidental duplicate donations by donors

   29 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jenny Praytor supported this idea  ·  Sep 14, 2022

9. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

   30 votes

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

   
   

   Jenny Praytor supported this idea  ·  Sep 14, 2022

10. Recurring donation record with ACH as a Payment option

    33 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Jenny Praytor supported this idea  ·  Sep 12, 2022

11. Link one note to multiple profiles or funds

    42 votes

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

    
    

    Jenny Praytor supported this idea  ·  Jun 22, 2022

12. Docusign Integration

    130 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Jun 2, 2022

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

    35 votes

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

    
    

    Jenny Praytor supported this idea  ·  Jun 1, 2022

14. Change Fund Group at a Point in Time

    88 votes

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

    
    

    Jenny Praytor supported this idea  ·  Apr 22, 2022

15. History of Fund Advisors for a Fund

    45 votes

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

    
    

    Jenny Praytor supported this idea  ·  Apr 22, 2022

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

    33 votes

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

    
    

    Jenny Praytor supported this idea  ·  Feb 22, 2022

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

    91 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Feb 18, 2022

18. One Log In Across Foundant Platforms

    210 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Feb 9, 2022

19. Mark a single email address as "do not email".

    16 votes

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

    
    

    Jenny Praytor supported this idea  ·  Feb 3, 2022

20. Opportunity Pop Up Notification

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    27 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

    
    

    Jenny Praytor supported this idea  ·  Nov 23, 2021