Settings and activity

267 results found

1. Increase character count in grant description field

   20 votes

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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

2. Navigate back to approval bucket after approving a grant

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

3. grant type guidestar

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

4. Grant Documents

   8 votes

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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

5. On Hold Grants

   21 votes

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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

6. Default Grant Sort

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

7. 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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   Robin Wolff supported this idea  ·  Apr 3, 2024

8. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   18 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

9. Option for household changes to populate individual profiles linked to household

   29 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

10. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Robin Wolff supported this idea  ·  Apr 3, 2024

11. bulk upload

    14 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

    
    

    Robin Wolff supported this idea  ·  Apr 3, 2024

12. Minimize/Maximize file categories

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

13. filename description

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

14. Envelope in Grants

    • 

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

15. grant notification to grantees - have two default emails

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

16. 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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    Robin Wolff supported this idea  ·  Apr 3, 2024

17. Create custom view or add columns to donation bucket list

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

18. Favorite Custom Reports

    45 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

    
    

    Robin Wolff supported this idea  ·  Apr 3, 2024

19. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

20. Send or print grant letters in bulk, not just by check batch

    29 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024