Settings and activity

312 results found

1. Closing a grant in GLM should mark grant complete in cSuite

   4 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 31, 2023

2. Listing of Funds on the portal - use public name field

   16 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Public Name is used in the Fund Listing for the Donation Portal.  Fund Name is used for the Fund Advisor Portal because it is the legal name of the fund.  Are you asking for the Fund Public name to be used in the Fund Advisor Portal?

   Lorna Sandberg supported this idea  ·  Jul 31, 2023

3. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

   23 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 31, 2023

4. Ability to build custom dashboards

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   18 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 24, 2023

5. Profiles: jump link to get to grants listing under grantee summary in donor portal

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   We plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.

   Lorna Sandberg supported this idea  ·  Jul 24, 2023

6. Multiple contacts for Organizations

   39 votes

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   6 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 17, 2023

7. Pending grant requests should be listed on grants tab of donor portal

   11 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Lorna Sandberg commented  ·  Jul 17, 2023  ·  Edit…  ·  Delete…

   Or why not both places?

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   Lorna Sandberg supported this idea  ·  Jul 17, 2023

8. Add more than one picture to a campaign

   4 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 11, 2023

9. Automated Workflows for Donor Stewardship

   16 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 6, 2023

10. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    21 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Jun 30, 2023

11. Option to hide questions on forms that are no longer relevant

    6 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 30, 2023

12. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 30, 2023

13. Viewing all notes for a Household profile and any members

    16 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

    
    

    Lorna Sandberg supported this idea  ·  Jun 30, 2023

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

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 30, 2023

15. When spendable on fund advisor portal is "0" should show as "0"

    5 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  Jun 30, 2023

16. "Invoice" descriptions in Donor Portal

    4 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  ·  Jun 21, 2023

17. Duplicate Profiles

    14 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  ·  Jun 19, 2023

18. Custom Report Filter: "AND" "OR" logic within one filter

    34 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

    
    

    Lorna Sandberg supported this idea  ·  Jun 19, 2023

19. Recurring gift receipts

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 24, 2023

20. Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"

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    16 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg commented  ·  May 24, 2023  ·  Edit…  ·  Delete…

    Great idea! So confusing otherwise for those with access.

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    Lorna Sandberg supported this idea  ·  May 24, 2023