Settings and activity

18 results found

1. Last Donation Date does not reflect accurate last gift date

   112 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jeanette Kelleher supported this idea  ·  Apr 19, 2024

2. birthday - option to not include year

   114 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jeanette Kelleher supported this idea  ·  Apr 19, 2024

3. Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jeanette Kelleher supported this idea  ·  Apr 19, 2024

4. Admin Fee Report in Funds

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Jeanette Kelleher supported this idea  ·  Apr 19, 2024

5. Default Grant Sort

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jeanette Kelleher supported this idea  ·  Mar 26, 2024

6. Ability to Change Non-Notify Tribute Details

   22 votes

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

   
   

   Jeanette Kelleher supported this idea  ·  Jan 9, 2024

7. Multiple contacts for Organizations

   45 votes

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

   
   

   Jeanette Kelleher supported this idea  ·  Nov 4, 2022

8. Admin Fee Edit

   36 votes

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

   
   

   Jeanette Kelleher supported this idea  ·  Nov 4, 2022

9. Grants On Hold In More Buckets - Approval & Voucher

   41 votes

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   6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jeanette Kelleher supported this idea  ·  Nov 4, 2022

10. Add ability to link Opportunity to a Profile that served as a referral

    33 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jeanette Kelleher supported this idea  ·  Nov 4, 2022

11. History of Fund Advisors for a Fund

    45 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

    
    

    Jeanette Kelleher supported this idea  ·  Nov 4, 2022

12. board portal

    202 votes

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

    
    

    An error occurred while saving the comment
    Jeanette Kelleher commented  ·  Nov 4, 2022  ·  Edit…  ·  Delete…

    Ability to request and save responses to an electronic vote would also be a helpful part of a board portal.

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    Jeanette Kelleher commented  ·  Nov 4, 2022  ·  Edit…  ·  Delete…

    Abillity to request and track electronic votes would be extremely helpful too.

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    Jeanette Kelleher supported this idea  ·  Nov 4, 2022

13. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jeanette Kelleher supported this idea  ·  Nov 4, 2022

14. Docusign Integration

    142 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jeanette Kelleher supported this idea  ·  Nov 4, 2022

15. Navigation - Add Save option to left side menu

    52 votes

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

    
    

    Jeanette Kelleher supported this idea  ·  Sep 18, 2019

16. Change Grantee in Grant Request to internal fund

    59 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jeanette Kelleher commented  ·  Sep 17, 2019  ·  Edit…  ·  Delete…

    Right now, if we have a situation where the fund advisor chooses the organization name as grantee rather than choosing a fund, we have to void the fund advisor's request and start over. So they no longer see their request in the portal. Adding this functionality would provide better information to the fund advisor and would provide better tracking of what happened from the initial request through the final grant. Thanks!

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    Jeanette Kelleher supported this idea  ·  Sep 17, 2019

17. Back and Forward Button

    60 votes

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

    
    

    Jeanette Kelleher supported this idea  ·  Jun 5, 2019

18. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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

    
    

    Jeanette Kelleher supported this idea  ·  Jul 29, 2018