Settings and activity

69 results found

1. Choose what donor/donation data fund advisors see in portal

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jennifer Brambley supported this idea  ·  April 25, 2024

2. Create ability to attach files to a note

   50 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  April 25, 2024

3. Fund statements

   127 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  April 25, 2024

4. birthday - option to not include year

   49 votes

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

5. Grant documents

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Brambley shared this idea  ·  April 25, 2024

6. Grant Documents

   5 votes

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

   
   

   Jennifer Brambley supported this idea  ·  April 25, 2024

7. Scholarship Directory (Similar to Nonprofit Directory)

   58 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  February 16, 2024

8. Last Donation Date does not reflect accurate last gift date

   81 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  February 16, 2024

9. Don't notify advisor any grant adjustments

   34 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  January 30, 2024

10. online donations creating new profiles each time

    47 votes

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

    
    

    Jennifer Brambley supported this idea  ·  January 30, 2024

11. Profile Merge should include all fields

    80 votes

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

    
    

    Jennifer Brambley supported this idea  ·  January 30, 2024

12. Complete Multiple Grants at One Time

    70 votes

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

    
    

    Jennifer Brambley supported this idea  ·  January 30, 2024

13. Payment description; include in related transactions

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Brambley shared this idea  ·  January 19, 2024

14. edit voucher description

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Brambley supported this idea  ·  January 19, 2024

15. voucher description

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Brambley supported this idea  ·  January 19, 2024

16. Add # of Gifts field to Profile reports

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Brambley supported this idea  ·  September 21, 2023

17. ApplePay, PayPal, Venmo integration

    26 votes

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

    
    

    Jennifer Brambley supported this idea  ·  September 13, 2023

18. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Jennifer Brambley commented  ·  September 13, 2023  ·  Edit…  ·  Delete…

    I like the name "Fund Portal" so it is not confused with "Donation Portal."

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19. Please bring back the switch to electronic function on cheques

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Jennifer Brambley commented  ·  June 02, 2023  ·  Edit…  ·  Delete…

    @Sally Weldon
    We have the ability to select electronic on the voucher screen after we hit pay. Is that not working on your end?

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    Jennifer Brambley supported this idea  ·  February 15, 2023

20. Add option to create a letter from a profile

    47 votes

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

    
    

    Jennifer Brambley supported this idea  ·  May 09, 2023