Settings and activity

23 results found

1. Auto-populate all emails into Grant Email Award letters

   16 votes

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

   
   

   Kelly Knoke supported this idea  ·  Sep 6, 2023

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

   30 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Sep 6, 2023

3. grant type guidestar

   51 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Sep 6, 2023

4. Display default payment type when entering grant

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   19 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

   
   

   Kelly Knoke supported this idea  ·  Sep 6, 2023

5. Create a Transaction using the Fund ID instead of Fund Name

   19 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Kelly Knoke commented  ·  Jun 28, 2023  ·  Edit…  ·  Delete…

   When creating a donation it's unusual that you cannot type the Fund ID to bring up the fund name but rather the fund name. The same situation in bringing GLM grants over to C Suite and setting the Fund - cannot do it by ID but only by name.

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   Kelly Knoke supported this idea  ·  Jun 28, 2023

6. Make Opportunity Type Inactive

   28 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

   
   

   Kelly Knoke supported this idea  ·  Jun 21, 2023

7. inactive users - remove from assign to task list

   26 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

   
   

   Kelly Knoke supported this idea  ·  Jun 21, 2023

8. Opportunity Task Workflow

   50 votes

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

   
   

   Kelly Knoke supported this idea  ·  Jun 21, 2023

9. Task Email Reminder to include task description

   14 votes

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

   
   

   Kelly Knoke supported this idea  ·  Jun 21, 2023

10. display future year's spendable amount on fund statement

    37 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Jun 6, 2023

11. Spendable distributions scheduling

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kelly Knoke supported this idea  ·  Jun 6, 2023

12. Add Profile Fund Category to Fund Advisor Fund Custom Report

    33 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Jun 5, 2023

13. History of Fund Advisors for a Fund

    45 votes

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

    
    

    Kelly Knoke supported this idea  ·  Apr 26, 2023

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

    34 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Mar 29, 2023

15. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Mar 29, 2023

16. Hate Groups, Extremist Groups

    18 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

    
    

    Kelly Knoke supported this idea  ·  Mar 16, 2023

17. Indicate required fields with an asterisk

    100 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Mar 3, 2023

18. Custom Field Type - number option

    32 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Feb 23, 2023

19. Linking profiles to funds- multiple links at a time

    58 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Feb 23, 2023

20. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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

    
    

    Kelly Knoke supported this idea  ·  Feb 23, 2023