Settings and activity

12 results found

1. Grant Notifications for Internal Grants

   46 votes

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

   
   

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   Cathie Wier commented  ·  Feb 29, 2024  ·  Edit…  ·  Delete…

   We are running into issues where DAF holders are giving to Field of Interest funds and those fund advisors are not being notified. Often these are rather large grants too.

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   Cathie Wier supported this idea  ·  Feb 29, 2024

2. 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

   
   

   Cathie Wier supported this idea  ·  Feb 21, 2024

3. Tribute bucket shows number of tributes needing to be sent in parentheses

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   30 votes

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

   
   

   Cathie Wier supported this idea  ·  Feb 1, 2024

4. grant catalog - do not require all fields

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Cathie Wier shared this idea  ·  Jan 31, 2024

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

   25 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

   
   

   Cathie Wier supported this idea  ·  Oct 6, 2023

6. Docusign Integration

   128 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Dec 13, 2022

7. Applicant dashboard improvement

   12 votes

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   Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Cathie Wier commented  ·  Mar 29, 2022  ·  Edit…  ·  Delete…

   The dollar amount is VERY useful in this top-level view for the applicant so that they can easily see the $ Amount that has been granted through our foundation. I assumed the applicant would see just what the Admin sees when looking at an organization - a list of requests with dates and amounts.

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   Cathie Wier supported this idea  ·  Mar 29, 2022

8. Cumulative donation field option for custom reporting

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Jan 3, 2022

9. Filter by custom field

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

   
   

   Cathie Wier shared this idea  ·  Jan 3, 2022

10. export task notes

    13 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

    
    

    Cathie Wier supported this idea  ·  May 27, 2021

11. Make Opportunity Type Inactive

    27 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

    
    

    Cathie Wier supported this idea  ·  May 26, 2021

12. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    21 votes

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    3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks).  This will connect some of the fields you are requesting, but it does not include notes.

    Cathie Wier supported this idea  ·  May 26, 2021
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    Cathie Wier commented  ·  May 26, 2021  ·  Edit…  ·  Delete…

    Yes!! We are pushing the use of opportunities and opportunity tasks right now. One report instead of three + Excel look-up tables would be much appreciated.

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