Settings and activity

4 results found

1. Custom Field permission by record type

   27 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Meredith Nassif commented  ·  February 16, 2024  ·  Edit…  ·  Delete…

   We really need the ability to specify access to custom fields to have our internal systems run much more efficiently.

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   Meredith Nassif supported this idea  ·  February 16, 2024

2. Donor portal: Add a required check box when submitting a grant to confirm Grant Eligibility

   29 votes

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

   This is a June release :) 

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   Meredith Nassif commented  ·  January 11, 2024  ·  Edit…  ·  Delete…

   A donor has requested that we have a check box, since they had this at another Foundation. It would make it easy and simple for the donor to agree to the terms before submitting a grant request and save our team a lot of time. Thank you!

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3. Fund Advisor Portal Enhancements Please

   148 votes

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   Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Meredith Nassif supported this idea  ·  March 03, 2023

4. Grant Notifications for Internal Grants

   36 votes

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

   
   

   Meredith Nassif supported this idea  ·  December 27, 2022