Settings and activity

76 results found

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

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   58 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

2. Formatting for "Amount" fields in all Content areas

   87 votes

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

3. Custom Reports: Opportunity Tasks & Notes

   105 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

4. Simplify/Merge the Grant Request screens

   102 votes

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jul 3, 2025

5. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   70 votes

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

6. Check Template Field Request: Advisor Email

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  May 13, 2025

7. Fund Portal: Multi-Payment Grants

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Mar 31, 2025

8. Enhancement to Abandoned Cart Email Frequency

   12 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  ·  Feb 21, 2025

9. Abandoned Cart Email: Option to select who to send email to

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Feb 20, 2025

10. Attached files sorted most recent at the top (or options to select sort).

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    S.Ledford supported this idea  ·  Feb 19, 2025

11. Select Share Document [Yes/No] when uploading a file

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

12. Batch attach file to grant

    21 votes

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

    
    

    S.Ledford supported this idea  ·  Feb 19, 2025

13. bulk upload

    20 votes

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

    
    

    S.Ledford supported this idea  ·  Feb 19, 2025

14. Files - Report when there is NOT a file attached (NULL)

    17 votes

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

    
    

    S.Ledford supported this idea  ·  Feb 19, 2025

15. Assigning task to yourself & Outlook event

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

16. Birthday/Anniversay alerts

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You could create a report with a relative date filter that is sent to your email. That might help with this request!

    S.Ledford supported this idea  ·  Feb 19, 2025

17. File Category Sort Order

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

18. Capacity to tag additional profiles in notes

    20 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

19. Foundant for Outlook add-in: add date to note

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

20. Indicate fund balance has been reduced by pending grants on the fund

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025