Settings and activity

35 results found

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

   14 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

   29 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. 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

   
   

   Kelly Knoke supported this idea  ·  Sep 6, 2023

4. 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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   Kelly Knoke supported this idea  ·  Sep 6, 2023

5. Display default payment type when entering grant

   15 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

   
   

   Kelly Knoke supported this idea  ·  Sep 6, 2023

6. 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

7. Make Opportunity Type Inactive

   27 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

8. Opportunity Pop Up Notification

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   27 votes

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   0 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. 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

10. export task notes

    13 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

11. Opportunity Task Workflow

    42 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

12. Task Email Reminder to include task description

    13 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

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

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Jun 6, 2023

14. Spendable distributions scheduling

    19 votes

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    0 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

15. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Jun 6, 2023

16. new checks - total for all checks and each batch

    27 votes

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

    
    

    Kelly Knoke supported this idea  ·  Jun 6, 2023

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

    29 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

18. History of Fund Advisors for a Fund

    43 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

19. Fund statements - sort by fund advisor or fund

    30 votes

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

    
    

    Kelly Knoke supported this idea  ·  Apr 26, 2023

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

    30 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