Settings and activity

81 results found

1. Fund Advisor Template - Total by Advisor vs Fund

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Tiffany Peterson shared this idea  ·  March 18, 2024

2. Primary Contact Field in Reports

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  March 18, 2024

3. Campaigns Without Tickets for Online Donations

   75 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  March 18, 2024

4. Create ability to attach files to a note

   52 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  March 18, 2024

5. Last Donation Date does not reflect accurate last gift date

   83 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  March 18, 2024

6. Enable Two-Factor Authentication via Text Message

   78 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  March 18, 2024

7. Favorite Custom Reports

   30 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

   
   

   Tiffany Peterson supported this idea  ·  January 11, 2024

8. Profile Merge should include all fields

   81 votes

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

   
   

   Tiffany Peterson supported this idea  ·  January 11, 2024

9. Complete Multiple Grants at One Time

   70 votes

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   11 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tiffany Peterson supported this idea  ·  January 11, 2024

10. Do Not Allow Admin Fee to make a Fund Balance Negative

    21 votes

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

    
    

    Tiffany Peterson supported this idea  ·  December 06, 2023

11. Raw Export in AP and Historic AP

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Tiffany Peterson shared this idea  ·  December 06, 2023

12. Don't notify advisor any grant adjustments

    34 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  December 04, 2023

13. Gift Adjustments: Requires Unreconciliation

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  December 04, 2023

14. Optional Grant Letter: Proposed Idea

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  December 04, 2023

15. Internal Description Line - Fund Statement Module

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    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Tiffany Peterson shared this idea  ·  November 10, 2023

16. Inception to Date Report with Fund Balances

    42 votes

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

    
    

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    Tiffany Peterson commented  ·  October 05, 2023  ·  Edit…  ·  Delete…

    Would greatly appreciate the option to run it for a group of funds as well. One organization may have many funds and showing the power of endowment over time in this way would be helpful for our development teams.

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    Tiffany Peterson supported this idea  ·  October 05, 2023

17. percentage of gift to spendable

    30 votes

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

    
    

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    Tiffany Peterson commented  ·  October 04, 2023  ·  Edit…  ·  Delete…

    Yes, we have to enter two donations from one donor in order to have a portion go to their spendable balance. Would truly appreciate the ability to split a single gift to the two different equities.

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    Tiffany Peterson supported this idea  ·  October 04, 2023

18. Grant refunds post to spendable option

    69 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Tiffany Peterson commented  ·  September 28, 2023  ·  Edit…  ·  Delete…

    Yes a checkbox would be very welcome and useful on grant/sch refunds, rather than processing a refund and an entry to modify the spendable amount.

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    Tiffany Peterson supported this idea  ·  May 17, 2023

19. Date and time created added to all financial reports

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  August 28, 2023

20. Fund statements

    128 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Tiffany Peterson commented  ·  August 23, 2023  ·  Edit…  ·  Delete…

    At the least, if possible, include the school/grantee merge fields to the templates so we can integrate the school instead of or in addition to the student name.

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    Tiffany Peterson supported this idea  ·  August 23, 2023