Settings and activity

24 results found

1. Donor Portal - Recognition Name

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  April 04, 2024

2. Donation Portal Tribute Area Title

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

   
   

   Shelly Jones shared this idea  ·  January 04, 2024

3. non-promoted displaying in search bar of donation portal

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

   This is operating as designed.  A Donor can search for any funds that are not marked private.  If you do not want them to be included in the search results, edit the fund and click on the box marked private.

   Shelly Jones shared this idea  ·  December 21, 2023

4. stripe donations

   13 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

   
   

   Shelly Jones supported this idea  ·  December 11, 2023

5. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

   34 votes

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

   
   

   Shelly Jones supported this idea  ·  January 30, 2023

6. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

   22 votes

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

   
   

   Shelly Jones supported this idea  ·  January 30, 2023

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

   30 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

   
   

   Shelly Jones supported this idea  ·  January 30, 2023

8. Would be great to have some visual indication on the home page that there are things to look at in our various buckets.

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   35 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  January 30, 2023

9. Add option to create a letter from a profile

   47 votes

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

   
   

   Shelly Jones supported this idea  ·  January 30, 2023

10. board portal

    158 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shelly Jones supported this idea  ·  January 30, 2023

11. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  January 30, 2023

12. Allow Fund Advisors to See Household Receipts

    54 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  September 28, 2022

13. Add Details under Recurring Grants on Donor Portal

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    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  September 28, 2022

14. Color code outward facing fields

    54 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

    
    

    Shelly Jones supported this idea  ·  September 28, 2022

15. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  September 28, 2022

16. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  September 28, 2022

17. Ability to Copy Universe in SLM

    18 votes

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

    
    

    Shelly Jones supported this idea  ·  September 28, 2022

18. Donor/Fund Advisor Portal: Grantee Search

    15 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  June 24, 2022

19. Grant Description Required in Donor Portal

    40 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  May 12, 2022

20. Tasks and Reminders

    87 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  May 03, 2022