Settings and activity

8 results found

1. Admin Fees: choose more than one donation type for an Admin Fee

   21 votes

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

   
   

   Jamie Palmore supported this idea  ·  Sep 1, 2023

2. Fund statements

   127 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Jamie Palmore shared this idea  ·  Aug 23, 2023

3. 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

   
   

   Jamie Palmore shared this idea  ·  May 3, 2023

4. internal grant upload

   47 votes

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

   
   

   Jamie Palmore supported this idea  ·  May 1, 2023

5. investment strategy: option set a dollar amount

   14 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jamie Palmore commented  ·  Apr 19, 2023  ·  Edit…  ·  Delete…

   Allow a fund to have multiple investment strategies and be able to assign a percentage or flat dollar amount to each. We have funds that currently have $$ in multiple investments strategies but this makes it difficult to manage when we can only select one investment strategy per fund and makes balance swaps for these funds more manual.

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   Jamie Palmore shared this idea  ·  Mar 29, 2022

6. stock gift entry - import, update description and entry order

   108 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jamie Palmore supported this idea  ·  Oct 13, 2022

7. Public Securities Donations To Multiple Funds

   28 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jamie Palmore supported this idea  ·  Aug 3, 2021

8. Bank reconcile - approvals and log

   114 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jamie Palmore supported this idea  ·  Jul 1, 2021