Settings and activity

18 results found

1. birthday - option to not include year

   51 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  April 25, 2024

2. FA Donation notifications should include tribute information

   38 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  April 25, 2024

3. Enable Two-Factor Authentication via Text Message

   78 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  April 25, 2024

4. Allow Donor Addresses on Donations to be pulled for reports

   20 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lance Eskelund commented  ·  April 04, 2024  ·  Edit…  ·  Delete…

   Wouldn't this be a relatively easy thing to do? Simply adding the fields to Custom Reports?

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   Lance Eskelund supported this idea  ·  April 04, 2024

5. Copy Voucher

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  February 05, 2024

6. Fund statements

   129 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Lance Eskelund commented  ·  August 24, 2023  ·  Edit…  ·  Delete…

   Many foundations send scholarship checks directly to the institutions. Fund holders would like to see the names of those schools on their fund statements for any number of reasons, not the least of which is to show how they are supporting higher education, including their alma mater.

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   Lance Eskelund supported this idea  ·  August 24, 2023

7. Financial report fund filters

   22 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  December 28, 2022

8. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   16 votes

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

   
   

   Lance Eskelund supported this idea  ·  October 05, 2022

9. Color code outward facing fields

   55 votes

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

   
   

   Lance Eskelund supported this idea  ·  October 05, 2022

10. 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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    Lance Eskelund supported this idea  ·  October 05, 2022

11. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  October 05, 2022

12. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  October 05, 2022

13. File Organization in Donor Portal

    99 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lance Eskelund supported this idea  ·  March 15, 2022

14. LOI decline vs application decline

    8 votes

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    Feedback Needed  ·  7 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  August 01, 2021

15. Would anyone else like to see Declined grants in the Dashboard?

    30 votes

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    Feedback Needed  ·  24 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  August 01, 2021

16. Request Status Name and Additional Options

    128 votes

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    Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  August 01, 2021

17. Sync Sandbox with Live

    15 votes

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

    
    

    Lance Eskelund shared this idea  ·  December 12, 2019

18. Navigation - Add Save option to left side menu

    47 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

    
    

    Lance Eskelund supported this idea  ·  October 04, 2019