Settings and activity

53 results found

1. Grant Letters - Need Ability to Customize Process & Edit Letters

   70 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Brambley commented  ·  Apr 26, 2023  ·  Edit…  ·  Delete…

   I wish I could add 10+ votes to this. We really need a way to customize our workflow better than what we have now. I disabled the grant check documents so I could get rid of the documents tab, but now I can't print grant letters at all. OR I don't have a way to actually find them. We can do better than this for the money we pay for this system.

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   Jennifer Brambley supported this idea  ·  Apr 26, 2023

2. Linking profiles to funds- multiple links at a time

   58 votes

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

   
   

   Jennifer Brambley supported this idea  ·  Mar 7, 2023

3. board portal

   200 votes

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

   
   

   Jennifer Brambley supported this idea  ·  Feb 17, 2023

4. One Log In Across Foundant Platforms

   224 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Jennifer Brambley commented  ·  Feb 15, 2023  ·  Edit…  ·  Delete…

   Please make this possible. Very frustrating to have to log in separately into Idea Lab and Compass sites. I now have 3 different passwords because I had to change one and it wouldn't allow me to use the one prior.

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   Jennifer Brambley supported this idea  ·  Jun 9, 2022

5. Add Profile Fund Category to Fund Advisor Fund Custom Report

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Sep 2, 2022

6. Docusign Integration

   138 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Aug 12, 2022

7. 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

   
   

   Jennifer Brambley supported this idea  ·  Jun 9, 2022

8. Color code outward facing fields

   60 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

   
   

   Jennifer Brambley supported this idea  ·  Jun 9, 2022

9. Change Fund Group at a Point in Time

   91 votes

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   8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 5, 2022

10. Interfund - Fund Name not in Description

    16 votes

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    2 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  ·  Feb 9, 2022

11. fund advisor portal grant notification-advisor specific

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 5, 2021

12. Option for household changes to populate individual profiles linked to household

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 5, 2021

13. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Sep 2, 2020