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5 results found

  1. Donor Portal

    5 votes

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

    This is the WHY behind why we use the rolling 12 months...The use of a rolling 12-month period ensures that the fund advisor always sees meaningful data, avoiding empty charts and graphs at the start of a new year.

  2. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    AdminSkye Weber (Admin, Foundant Technologies) commented  · 

    When you cancel are you unposting the grant? If so, you could remove the content from the grant_unpost_notify_email_body. Then nothing would send out.

  3. Grant Letters - Need Ability to Customize Process & Edit Letters

    71 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    AdminSkye Weber (Admin, Foundant Technologies) commented  · 

    There is an option on the check batch itself to "Do not attach documents" This disables the grant letters for that batch. So you could just run your DAFS, or internal grants in a batch together and disable the attachments for that group of grants. Please feel free to reach out so support with further questions. Support@foundant.com

  4. Do not send Grant Notify email when a grant is unposted

    33 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    AdminSkye Weber (Admin, Foundant Technologies) commented  · 

    If you delete any content from the Grant_unpost_notify_email_body content area, the emails will not send.

  5. The ability to inactivate a scholarship to remove it from the scholarship list.

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    AdminSkye Weber (Admin, Foundant Technologies) shared this idea  ·