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5 results found

  1. Don't notify advisor any grant adjustments

    42 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.

  2. donation comments

    24 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    AdminSkye Weber (Admin, Foundant Technologies) commented  · 

    12-13-2024:Portal-Fund Advisor: Added the ability to display Donation Comment for Fund Advisors. On the fund advisor's contribution tab, the donation records are drillable. The donation comments will be displayed on the donation record.

    Portal Options- Portal Settings-Fund Advisor: Added the ability to Show Donation Comment. This setting is on the Fund Advisor table, Show Donation Comment. This is a global setting for Portal.

    This has been implemented for fund advisors only.

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

    45 votes

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    6 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

    31 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.

    21 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  ·