Settings and activity

8 results found

1. Dynamic "Primary Org Contact" field replace static "Contact" field

   13 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

   
   

   Holly Fitzpatrick supported this idea  ·  Apr 9, 2024

2. Recurring Donation - give donors option to end or change amount on portal

   142 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Holly Fitzpatrick supported this idea  ·  Apr 9, 2024

3. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

   67 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Holly Fitzpatrick supported this idea  ·  Apr 9, 2024

4. Enable Two-Factor Authentication via Text Message

   79 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Holly Fitzpatrick supported this idea  ·  Apr 9, 2024

5. Advisor Household label field in grant template

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Holly Fitzpatrick supported this idea  ·  Apr 9, 2024

6. Add Recognition Name as an available field for Internal Grant Letter Templates

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Holly Fitzpatrick commented  ·  Jan 5, 2024  ·  Edit…  ·  Delete…

   I'd like to see Advisor Recognition Name as an available field on all grant letters, so we can share the fund advisor's preferred name format with grantees as well.

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   Holly Fitzpatrick supported this idea  ·  Jan 5, 2024

7. 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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   Holly Fitzpatrick supported this idea  ·  Jan 5, 2024

8. salutation/mailing label auto fill

   18 votes

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

   
   

   Holly Fitzpatrick supported this idea  ·  Dec 13, 2023