Settings and activity

311 results found

1. Task Calendar Invite

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Sep 22, 2021

2. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

   13 votes

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

   
   

   Lorna Sandberg supported this idea  ·  Sep 10, 2021

3. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   31 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

   
   

   Lorna Sandberg supported this idea  ·  Sep 1, 2021

4. Donation Notes - viewable in donation history

   43 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 31, 2021

5. Filter by TOTAL Donations in Donor Report

   22 votes

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

   
   

   Lorna Sandberg supported this idea  ·  Aug 23, 2021

6. notes by date

   14 votes

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

   
   

   Lorna Sandberg supported this idea  ·  Aug 5, 2021

7. Forward emails from outside of Foundant into the System

   14 votes

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   2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lorna Sandberg supported this idea  ·  Jul 19, 2021

8. Pending Deadlines

   65 votes

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   Under Consideration  ·  3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 14, 2021

9. Internal Grants for Tickets to a Campaign

   15 votes

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

   
   

   Lorna Sandberg supported this idea  ·  Jul 14, 2021

10. Grant Request Notes Visible to Fund Advisor After Submission

    11 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 14, 2021

11. Ignore Suffixes on Searches

    28 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

    
    

    Lorna Sandberg supported this idea  ·  Jul 9, 2021

12. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lorna Sandberg supported this idea  ·  Jun 25, 2021

13. If Then logic custom reports

    17 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Jun 22, 2021

14. Use the merge fields in email templates

    33 votes

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    10 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lorna Sandberg supported this idea  ·  Jun 8, 2021

15. Express consent to share donor info with fund holders

    35 votes

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    Under Consideration  ·  11 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 8, 2021

16. follow up page

    21 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi All,

    Curious if you can share what page specifically you are referring to. Is it the actually follow up view?

    
    

    Best

    sammie

    
    

    An error occurred while saving the comment
    Lorna Sandberg commented  ·  May 17, 2021  ·  Edit…  ·  Delete…

    It would be helpful, as well, to have it on the organization summary page - the due date and submission date. I know it gets long, but it would be helpful at a glance to know what one organization has coming due as we are asked, especially when there are staffing changes at that organization.

    Save Submitting...
    Lorna Sandberg supported this idea  ·  May 5, 2021

17. Make the email templates list more readable

    9 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  May 11, 2021

18. Having the opportunity to upload video or even a YouTube link would allow organizations to showcase their work.

    21 votes

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    Feedback Needed  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 5, 2021

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

    27 votes

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

20. Include email responses in Contact email history

    28 votes

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    1 comment  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lorna Sandberg supported this idea  ·  Apr 28, 2021