Settings and activity

110 results found

1. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Michele McKinney shared this idea  ·  Apr 8, 2024

2. Allow Donor Addresses on Donations to be pulled for reports

   20 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Apr 5, 2024

3. Prevent Duplicate Fund Short Names

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

4. date format

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

5. Flag Duplicate Addresses

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

6. Add multiple payment types and banking information to profiles

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

7. Recognize soft credits on donor profiles

   11 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

8. Create ability to attach files to a note

   46 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   50 votes

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

   
   

   Michele McKinney supported this idea  ·  Mar 11, 2024

10. birthday - option to not include year

    46 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 11, 2024

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

    81 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 11, 2024

12. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

13. Email Fund Statements Status

    11 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michele McKinney supported this idea  ·  Mar 8, 2024

14. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

15. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

16. Enable Two-Factor Authentication via Text Message

    74 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

17. new checks - total for all checks and each batch

    23 votes

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

    
    

    Michele McKinney supported this idea  ·  Mar 8, 2024

18. Next Check Number Used Process

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

19. General Ledger Alert notifications

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Michele McKinney shared this idea  ·  Mar 8, 2024

20. Pay Email Address for EFT Grant Notifications

    42 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Michele McKinney commented  ·  Feb 22, 2024  ·  Edit…  ·  Delete…

    Just had another client request this today, that they need two other staff to be aware of incoming electronic payments.

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    Michele McKinney commented  ·  Jan 12, 2024  ·  Edit…  ·  Delete…

    Even if you would just allow more than one toggle on the Pay Email section, you can only have one. I've had multiple vendors/grantees that wanted payment notification sent to more than one email address. If you are doing a mass email you don't have the time to go in one by one to select the CC option.

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    Michele McKinney supported this idea  ·  Jan 12, 2024