Settings and activity

10 results found

1. Shared Documents in GLM by Process

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Katie Braswell shared this idea  ·  May 6, 2024

2. Shared Documents - Access per Process

   30 votes

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

   
   

   Katie Braswell supported this idea  ·  May 6, 2024
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   Katie Braswell commented  ·  Oct 27, 2021  ·  Edit…  ·  Delete…

   I agree, this is DEFINITELY needed as we have our board meeting materials uploaded to shared documents which we would not necessarily want other reviewers associated with other processes to review. Please bring this to the top to be addressed.

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3. board portal

   167 votes

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

   
   

   Katie Braswell supported this idea  ·  Nov 2, 2023

4. online donations creating new profiles each time

   57 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

   Katie Braswell supported this idea  ·  Nov 2, 2023

5. 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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   Katie Braswell supported this idea  ·  Nov 2, 2023

6. Total Award Amount

   44 votes

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

   
   

   Katie Braswell supported this idea  ·  Jun 1, 2022

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

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Katie Braswell supported this idea  ·  May 25, 2022

8. 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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   Katie Braswell supported this idea  ·  May 25, 2022

9. Include email responses in Contact email history

   29 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

   
   

   Katie Braswell supported this idea  ·  Oct 19, 2021

10. Request Status Name and Additional Options

    138 votes

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    Proposed Idea  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Katie Braswell supported this idea  ·  Aug 18, 2020