Settings and activity

78 results found

1. fund advisor portal grant notification-advisor specific

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

2. Do not send Grant Notify email when a grant is unposted

   33 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

3. 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

   
   

   S.Ledford supported this idea  ·  Jul 3, 2025

4. make fund advisor inactive

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

5. Grant Notify and Advisor Request Notify Email Management

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

6. donation & grant advisor - populate one should populate the other on interfund grants

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

7. Can we please have the option to generate a system email notification when a new file has been shared to a fund advisor's profile.

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

8. Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

9. Grant Request: See grantee address on grant request page

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   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

10. Add “Last Login” Field to Reporting and CSV Export for Fund Advisors

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

11. Fund Advisor Emails: Employee Names

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

12. Add closed funds to fund advisor designation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

13. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    S.Ledford supported this idea  ·  Jul 3, 2025

14. Grant Notify for Internal Grants

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford commented  ·  Jul 3, 2025  ·  Edit…  ·  Delete…

    I agree with this statement. We have had fund advisors request confirmation that their internal grants were made since they received notifications for the external ones, but not the internal ones. As mentioned above, this is very important communication, but it appears like it has been overlooked and lacks consistency.

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    S.Ledford supported this idea  ·  Jul 3, 2025

15. Donor Portal - Dropdown Field for DAF Grants Requests

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

16. advisor name and giving history for interfund gifts in portal

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

17. Clear grant requests from fund advisor carts without proxying in as the advisor

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

18. Better Notes layout in Reports - include carriage return

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

19. Duplicate Issue -- Accents

    19 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025

20. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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    57 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 3, 2025