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28 results found

1. Edit Submitted Grant Request Before It Is Processed

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Christy shared this idea  ·  Mar 6, 2024

2. Create ability to attach files to a note

   36 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes/Tasks  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

3. Allow notes to be added to closed funds

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

4. Fund Advisor: Make Password visible

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

5. Rename Unsubmitted Grant Requests to Grant Cart

   36 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

6. Closed Funds should appear in Red in Relationships tab

   68 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

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

   71 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

8. notes on donor portal

   23 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 12, 2024

9. Household opportunities should show on Individual profiles

   39 votes

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

   
   

   Christy supported this idea  ·  Jan 12, 2024

10. Campaigns Without Tickets for Online Donations

    72 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jan 12, 2024

11. 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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    Christy supported this idea  ·  Nov 30, 2023

12. Require Primary Advisor Approval

    3 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Christy shared this idea  ·  Nov 3, 2023

13. Grouping Non-Till Transactions for Deposit

    14 votes

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

    
    

    Christy supported this idea  ·  Jul 26, 2023

14. Donations: change fund

    58 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jul 11, 2023

15. Obtaining ACH information

    138 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Checks/Bank Reconcile  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jul 11, 2023

16. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Delete…  ·  Admin →
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    Christy commented  ·  Jun 30, 2023  ·  Edit…  ·  Delete…

    We have had some of our fund advisors contacted us because they did not receive a donation notification when an internal grant was deposited into their fund. The fund advisors are marked to be notified when a donation is deposited into their fund.

    We have also tried to create an internal grant letter to send out to the agency that is receiving the internal grant, but the system does not allow it.

    It would be great to have fund advisors be notified when internal grants are deposited.

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    Christy supported this idea  ·  Apr 7, 2022

17. Add # of Gifts field to Profile reports

    39 votes

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

    
    

    Christy supported this idea  ·  Jun 30, 2023

18. Add option to create a letter from a profile

    46 votes

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

    
    

    Christy supported this idea  ·  Jun 30, 2023

19. Master Fund- Attachments & linking notes

    11 votes

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

    
    

    Christy supported this idea  ·  Jun 29, 2023

20. 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

    
    

    An error occurred while saving the comment
    Christy commented  ·  Jun 15, 2023  ·  Edit…  ·  Delete…

    This would be very important to us. We have some fund advisors that get upset that they do not receive an email notification that a donation was made into their fund because it was an internal grant. We have to either manually email or write up a letter to the advisor.

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    Christy supported this idea  ·  Jun 15, 2023