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  1. Fund Advisors Field for Grants

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    There is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:


    • Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
    • This does not need to be selected to have more than one fund advisor setup on a fund.


    Reid shared this idea  · 

  2. Change Fund Group at a Point in Time

    86 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Reid supported this idea  · 

  3. Change Grantee in Grant Request to internal fund

    24 votes

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    4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Reid supported this idea  ·