Settings and activity

21 results found

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

   29 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Loriel Grigsby commented  ·  Sep 5, 2024  ·  Edit…  ·  Delete…

   This would be very helpful. I just realized today that I could check unsubmitted grants in carts and had to send 5 emails to folks to check if they wanted to move forward with this process.

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   Loriel Grigsby supported this idea  ·  Aug 28, 2024

2. Household Donations on Donor Portal

   30 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Loriel Grigsby shared this idea  ·  Sep 5, 2024

3. Board Portal Option

   28 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Sep 5, 2024

4. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Aug 28, 2024

5. Edit a Pledge

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Aug 28, 2024

6. Recognize soft credits on donor profiles

   30 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Loriel Grigsby commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

   Strongly agree! It would be nice if these showed up just like advised donations.

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   Loriel Grigsby supported this idea  ·  Aug 28, 2024

7. Allow Multiple File Attachments when Creating a Voucher

   37 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Aug 28, 2024

8. EIN - add to grant request for manual grantee

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Loriel Grigsby shared this idea  ·  Aug 28, 2024

9. Please add a Deceased Advisor button in the Advisor area & a similar column in exports

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Aug 28, 2024

10. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  Aug 28, 2024

11. Don't notify advisor any grant adjustments

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Loriel Grigsby commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

    I agree, this would be very helpful!

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    Loriel Grigsby supported this idea  ·  Aug 28, 2024

12. 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  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Loriel Grigsby supported this idea  ·  May 22, 2023

13. board portal

    167 votes

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

    
    

    Loriel Grigsby supported this idea  ·  May 10, 2023

14. stripe donations highlighted on dashboard

    13 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

    
    

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    Loriel Grigsby commented  ·  Oct 11, 2022  ·  Edit…  ·  Delete…

    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.

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    Loriel Grigsby supported this idea  ·  Oct 11, 2022

15. 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

    
    

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    Loriel Grigsby commented  ·  Sep 27, 2022  ·  Edit…  ·  Delete…

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

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    Loriel Grigsby supported this idea  ·  Sep 27, 2022

16. Summary report for individual reviewers

    104 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  May 10, 2022

17. Request Status Name and Additional Options

    138 votes

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    Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  May 10, 2022

18. Tasks and Reminders

    91 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  May 10, 2022

19. Total Award Amount

    44 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Loriel Grigsby supported this idea  ·  May 10, 2022

20. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  Apr 26, 2022