Settings and activity

60 results found

1. One Log In Across Foundant Platforms

   208 votes

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   Under Consideration  ·  5 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

2. Credit card fees and tax recpts

   13 votes

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   0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jennifer Brambley supported this idea  ·  Feb 9, 2023

3. Warning message if revenue share will push a fund underwater.

   32 votes

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

   
   

   Jennifer Brambley supported this idea  ·  Feb 2, 2023

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

   29 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

5. Docusign Integration

   128 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

6. History of Fund Advisors for a Fund

   43 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

7. Color code outward facing fields

   57 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

8. Bank reconciliation: confusion with ref & check # columns

   5 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 20, 2022

9. Accidental duplicate donations by donors

   29 votes

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

   
   

   Jennifer Brambley supported this idea  ·  May 20, 2022

10. Allow Users to Adjust Font Size

    21 votes

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

    
    

    Jennifer Brambley supported this idea  ·  May 9, 2022

11. Change Fund Group at a Point in Time

    86 votes

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

    
    

    Jennifer Brambley supported this idea  ·  May 5, 2022

12. Interfund - Fund Name not in Description

    15 votes

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    1 comment  ·  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

13. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    81 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jan 26, 2022

14. Mark a single email address as "do not email".

    16 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  ·  Nov 4, 2021

15. Change Grantee in Grant Request to internal fund

    24 votes

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    4 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  ·  Jun 30, 2021

16. voucher grants

    23 votes

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    2 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  ·  May 21, 2021

17. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 5, 2021

18. fund advisor portal grant notification-advisor specific

    39 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

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

    29 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

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

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Sep 2, 2020