Settings and activity

12 results found

1. Don't notify advisor any grant adjustments

   34 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Cheryl Caskey supported this idea  ·  March 22, 2024

2. Fund Advisor: Make Password visible

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Cheryl Caskey supported this idea  ·  January 12, 2024

3. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

   133 votes

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

   
   

   Cheryl Caskey supported this idea  ·  January 12, 2024

4. Fund Advisor Portal Enhancements Please

   149 votes

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   Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Cheryl Caskey supported this idea  ·  June 23, 2023

5. Search by check number

   20 votes

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   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Cheryl Caskey supported this idea  ·  May 15, 2023

6. Multifund Donation - Multiple Donation Types

   15 votes

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   2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Cheryl Caskey supported this idea  ·  May 15, 2023

7. Increase character count in grant description field

   18 votes

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

   
   

   Cheryl Caskey supported this idea  ·  May 15, 2023

8. Recognize soft credits on donor profiles

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Cheryl Caskey commented  ·  March 30, 2023  ·  Edit…  ·  Delete…

   It would be great if when adding a person/business/org as a soft credit to a donation record that it appeared on the original donor record as well as appear in the fund holder's portal as a field just like they see donation advisor. Otherwise, the soft credit only seems to appear on the donation record in Csuite, but not in anything that the donor or fund holder could see.

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   Cheryl Caskey supported this idea  ·  March 30, 2023

9. Fiscal Sponsorships/Sponsored Orgs

   24 votes

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

   
   

   Cheryl Caskey supported this idea  ·  February 06, 2023

10. Accidental duplicate donations by donors

    28 votes

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

    
    

    Cheryl Caskey supported this idea  ·  October 24, 2022

11. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Cheryl Caskey supported this idea  ·  October 20, 2022

12. tax receipts downloaded in word

    21 votes

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

    
    

    Cheryl Caskey supported this idea  ·  October 19, 2022