Settings and activity

18 results found

1. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

   60 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Danielle Germanowski supported this idea  ·  March 21, 2024

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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   Danielle Germanowski supported this idea  ·  March 21, 2024

3. online donations creating new profiles each time

   47 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

   
   

   Danielle Germanowski supported this idea  ·  March 21, 2024

4. Bulk Edit - Payment schedule date and grant date

   26 votes

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

   
   

   An error occurred while saving the comment
   Danielle Germanowski commented  ·  August 11, 2023  ·  Edit…  ·  Delete…

   Yes, I just had to quick schedule 12 payments for 150 grants and there's too much room for error for me to skip a grant in the list, or for me to click copy instead of schedule (which I did twice and ended up with duplicate grants I had to delete).

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   Danielle Germanowski supported this idea  ·  August 11, 2023

5. Batch attach file to grant

   16 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

   
   

   Danielle Germanowski shared this idea  ·  August 11, 2023

6. Allow Donors to Add Grant Contact/Address in Portal

   19 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Danielle Germanowski supported this idea  ·  August 09, 2023

7. View Grantee Address While Creating the Grant

   24 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Danielle Germanowski supported this idea  ·  August 09, 2023

8. Profiles: jump link to get to grants listing under grantee summary in donor portal

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   We plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.

   Danielle Germanowski shared this idea  ·  July 20, 2023

9. Donor/Fund Advisor Portal: Grantee Search

   15 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Danielle Germanowski supported this idea  ·  July 20, 2023

10. Pending grant requests should be listed on grants tab of donor portal

    11 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Danielle Germanowski shared this idea  ·  July 14, 2023

11. Log for Online Grant Requests Before Creating the Grant

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Danielle Germanowski supported this idea  ·  July 10, 2023

12. Grant request notification for staff - add more data to email

    25 votes

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

    
    

    An error occurred while saving the comment
    Danielle Germanowski commented  ·  June 30, 2023  ·  Edit…  ·  Delete…

    It would be great if all info on the entered grant request was included, and if that email was also copied to the advisor so they have confirmation of what they entered.

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13. 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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    Danielle Germanowski supported this idea  ·  June 30, 2023

14. Viewing all notes for a Household profile and any members

    16 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

    
    

    Danielle Germanowski supported this idea  ·  June 30, 2023

15. attaching files

    12 votes

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

    
    

    Danielle Germanowski supported this idea  ·  June 16, 2023

16. Fund Advisor Portal page title shows /erp/fundmanager in browser

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Danielle Germanowski supported this idea  ·  June 16, 2023

17. If Then logic custom reports

    17 votes

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

    
    

    Danielle Germanowski supported this idea  ·  June 16, 2023

18. Custom Report Filter: "AND" "OR" logic within one filter

    34 votes

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

    
    

    Danielle Germanowski supported this idea  ·  June 16, 2023