Settings and activity

38 results found

1. Add Process Name Column to Follow Ups Bucket

   7 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Johnna Martinez supported this idea  ·  April 04, 2024

2. grant catalog card view

   3 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Johnna Martinez shared this idea  ·  April 03, 2024

3. 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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   Johnna Martinez commented  ·  December 28, 2023  ·  Edit…  ·  Delete…

   Also agree that an email to fund advisors who left an unsubmitted grant request in the cart would be very helpful!

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   Johnna Martinez supported this idea  ·  December 28, 2023

4. Add Fund Advisor Grant Request Tab Header Across ALL Grant Request Pages

   4 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Johnna Martinez supported this idea  ·  December 28, 2023

5. Closed Funds should appear in Red in Relationships tab

   74 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Johnna Martinez supported this idea  ·  December 08, 2023

6. Fund statements

   129 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Johnna Martinez supported this idea  ·  December 08, 2023

7. 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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   Johnna Martinez supported this idea  ·  December 08, 2023

8. Add the ability to send automated emails sitting in the draft bucket for X days

   4 votes

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   Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Johnna Martinez supported this idea  ·  October 03, 2023

9. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

   133 votes

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

   
   

   Johnna Martinez supported this idea  ·  October 03, 2023

10. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Johnna Martinez commented  ·  August 02, 2023  ·  Edit…  ·  Delete…

    Would like the option to Cancel a recurring grant so donor can see that it is canceled. If we can only delete it, then the donor doesn't see any status on the grant previously submitted.

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    Johnna Martinez supported this idea  ·  August 02, 2023

11. Grant "in process"

    20 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  August 02, 2023

12. Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab

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    11 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  August 02, 2023

13. Recurring donations fund advisor portal

    24 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  August 02, 2023

14. Please allow us to Turn Off Recurring Grants in Fund Holder Portal

    13 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  August 02, 2023

15. 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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    Johnna Martinez supported this idea  ·  August 02, 2023

16. Send or print grant letters in bulk, not just by check batch

    20 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  August 01, 2023

17. 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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    Johnna Martinez supported this idea  ·  August 01, 2023

18. Donor portal view multipayment grants

    24 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  January 25, 2023

19. Add Details under Recurring Grants on Donor Portal

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    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  August 16, 2022

20. One Log In Across Foundant Platforms

    198 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Johnna Martinez supported this idea  ·  August 16, 2022