Settings and activity

268 results found

1. Grants Bucket - New Bucket - Additional Column

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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

   
   

   Lorna Sandberg supported this idea  ·  Feb 5, 2024

2. Grant Documents

   8 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

   
   

   Lorna Sandberg supported this idea  ·  Feb 5, 2024

3. Be able to update RSVPs in bulk

   25 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 5, 2024

4. phone number extension

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 5, 2024

5. Organization's name in event ticket

   40 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 5, 2024

6. Tribute bucket shows number of tributes needing to be sent in parentheses

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   30 votes

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

   
   

   Lorna Sandberg supported this idea  ·  Feb 5, 2024

7. archive merge templates

   14 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jan 10, 2024

8. Adding Hyperlink Capability for Applicants

   5 votes

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   1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Are you looking for this to be allowed in a text area responses or a separate area for links? 

   Lorna Sandberg supported this idea  ·  Jan 10, 2024

9. SLM/GLM ability for Applicants to Chat with Foundation staff

   31 votes

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   3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jan 10, 2024

10. Task ID Hyperlink for Custom Reports

    14 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  ·  Jan 10, 2024

11. Automate the Grant Card Template

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jan 10, 2024

12. Add the ability to import custodial statements

    4 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jan 4, 2024

13. Email Confirmation

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 18, 2023

14. December 2023 Theme Release Feedback

    10 votes

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    12 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Just wanted to let you know we are continue to review feedback posted here and will continue to keep you updated. 

    
    

    sammie

    An error occurred while saving the comment
    Lorna Sandberg commented  ·  Dec 8, 2023  ·  Edit…  ·  Delete…

    Appreciate all the word you do in updating! I agree re font - difficult to read.

    Save Submitting...

15. Organization Merge History

    6 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023

16. "Document Type" location when creating documents

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023

17. Copy responses in follow ups?

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023

18. Statement Type Option for No Statements

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Dec 4, 2023

19. Future Fund Tracking

    6 votes

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    0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    This sounds like a great question for Compass! I have seen a lot of clients use Opportunities for this. You can create an opportunity for the profile and tie a fund beneficiary to the Opportunity. The Fund is created and added to a "legacy" fund group that can be moved once the estate gift is received.

    
    

    The Opportunitiy is created (titled Bequest Expectancy - or similar) with the following stages:

    1. Open
    2. Bequest Documented
    3. Realization Notification
    4. In Process
    5. Closed

    
    

    Lorna Sandberg supported this idea  ·  Dec 4, 2023

20. Household opportunities should show on Individual profiles

    56 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Oct 31, 2023