Settings and activity

85 results found

1. Add Fund Steward as a field for Fund Statement Templates

   16 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Sep 28, 2023

2. Rename Unsubmitted Grant Requests to Grant Cart

   37 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Sep 19, 2023

3. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

   21 votes

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

   
   

   Emily Asboe supported this idea  ·  Sep 12, 2023

4. ApplePay, PayPal, Venmo integration

   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

   
   

   Emily Asboe supported this idea  ·  Sep 12, 2023

5. Recurring Grants - Donor Portal View

   50 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Sep 12, 2023

6. Grant Catalog Amount Field instead of Donate Button

   13 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Aug 15, 2023

7. Make "Grant Requests" Header Editable in Grant Catalog

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   12 votes

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   1 comment  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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   Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Plan to release to Sandbox in February, 2024.

   Emily Asboe supported this idea  ·  Aug 15, 2023

8. Combine credit card fees with the donation amount

   106 votes

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

   
   

   Emily Asboe supported this idea  ·  Aug 7, 2023

9. Add Online Donation Description to the Description Field not Notes FIeld

   22 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Asboe commented  ·  Aug 7, 2023  ·  Edit…  ·  Delete…

   Agreed! Fund advisors shouldn't have to email the foundation staff and ask for an export to learn about donation designations.

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   Emily Asboe supported this idea  ·  Aug 7, 2023

10. Add back Campaign Profile Filters!

    18 votes

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

    
    

    Emily Asboe supported this idea  ·  Jul 26, 2023

11. Opportunity Pop Up Notification

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    23 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

    
    

    Emily Asboe supported this idea  ·  Jul 26, 2023

12. Link Tasks to the Stages in Opportunities

    19 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

    
    

    Emily Asboe supported this idea  ·  Jul 26, 2023

13. Opportunity Task Workflow

    32 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

    
    

    Emily Asboe supported this idea  ·  Jul 26, 2023

14. Closed Funds should appear in Red in Relationships tab

    77 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Jun 22, 2023

15. 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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    Emily Asboe supported this idea  ·  May 17, 2023

16. Allow Fund Advisors to See Household Receipts

    55 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Mar 9, 2023

17. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    16 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

    
    

    Emily Asboe supported this idea  ·  Feb 17, 2023

18. Task Calendar Invite

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Jan 26, 2023

19. profile search

    19 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

    
    

    Emily Asboe supported this idea  ·  Jan 26, 2023

20. ID # search

    36 votes

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

    
    

    Emily Asboe supported this idea  ·  Jan 26, 2023