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Loriel Grigsby

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My feedback

14 results found

  1. Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)

    12 votes

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    3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  2. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  3. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    131 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  4. board portal

    155 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  5. Complete Multiple Grants at One Time

    30 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Loriel Grigsby commented  · 

    I would like it if there were check boxes on the "complete all" for grants in the "Paid" bucket. In the other buckets for bulk options like "approve all" you can check all or check certain grants. This option would be great for "complete all" as well. Sometimes we hold on to a grant after it's been paid for various reasons.

    Loriel Grigsby supported this idea  · 

  6. stripe donations

    13 votes

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    2 comments  ·  CommunitySuite Idea Lab » Dashboards  ·  Admin →
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    Loriel Grigsby commented  · 

    This would be great! There are online gifts I have to change to spendable, depending on what's happening, sometimes they get lost. Just tonight I was like "seriously? How did I miss this one?!" and came to the idea lab.

    My mind is thinking about year-end giving when I'm entering a lot of checks and people are donating online "after hours". They get lost in the mix sometimes.

    Loriel Grigsby supported this idea  · 

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

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Financials  ·  Admin →
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    Loriel Grigsby commented  · 

    Yes please!! This has created chaos for me with some colleagues!

    Loriel Grigsby supported this idea  · 

  8. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Public Securities  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  9. Summary report for individual reviewers

    94 votes

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    13 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi All, 

    Today in reporting you could get part way to this report by adding the Submission Assignee Fields. You would then group by this field and have on report for all evaluators that could filter on.


    However, leaving this in feedback needed because there are definitely ways we can look at streamlining this functionality with or without reporting.


    -The foundant team

    Loriel Grigsby supported this idea  · 

  10. Request Status Name and Additional Options

    128 votes

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    Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  11. Tasks and Reminders

    87 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  12. Total Award Amount

    44 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  13. One Log In Across Foundant Platforms

    190 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Loriel Grigsby supported this idea  · 

  14. 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/Donors/Donation Portal  ·  Admin →
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    Loriel Grigsby supported this idea  · 

Feedback and Knowledge Base

(thinking…)