Settings and activity

120 results found

1. Credit card fees and tax recpts

   12 votes

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

   
   

   Julie supported this idea  ·  Nov 29, 2023

2. grant advisor on fund statement

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 27, 2023

3. Allow the 'Ref' field to be revised in Notes so a Note can be moved from one record to another

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 20, 2023

4. When indicating 'Promise' in the Pledge/Promise record, do not require 'First Payment Date'

   7 votes

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

   
   

   Julie supported this idea  ·  Nov 17, 2023

5. Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 17, 2023

6. Pay Email Address for EFT Grant Notifications

   41 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 27, 2023

7. grant notification to grantees - have two default emails

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 27, 2023

8. Campaigns Without Tickets for Online Donations

   74 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 19, 2023

9. Grant Letter emails should be included in an organization's email history!

   13 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie commented  ·  Oct 19, 2023  ·  Edit…  ·  Delete…

   We really need a way to track email bounces for grant letters. There is currently no way to know if the grantee received the information which is essential to ensure any grant requirements were communicated to them.

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   Julie commented  ·  Sep 19, 2023  ·  Edit…  ·  Delete…

   This is even more important for us now that we've switched to almost all electronic funds transfers.

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   Julie supported this idea  ·  Sep 19, 2023

10. grant request ein

    19 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Oct 18, 2023

11. Make it clear when you are in Sandbox Donation or Fund Portal

    6 votes

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

    
    

    Julie shared this idea  ·  Oct 13, 2023

12. Link to donate to a private fund

    10 votes

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

    
    

    Julie supported this idea  ·  Oct 6, 2023

13. Exclude suffix from profile search

    32 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Sep 1, 2023

14. Email receipt

    15 votes

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

    
    

    Julie supported this idea  ·  Aug 23, 2023

15. Fund statements

    124 votes

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    Proposed Idea  ·  13 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 23, 2023

16. Indicate if there are Relationships on a record

    16 votes

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

    
    

    Julie supported this idea  ·  Aug 14, 2023

17. Custom Report Filter: "AND" "OR" logic within one filter

    32 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

    
    

    Julie supported this idea  ·  Aug 3, 2023

18. Listing of Funds on the portal - use public name field

    16 votes

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

    Public Name is used in the Fund Listing for the Donation Portal.  Fund Name is used for the Fund Advisor Portal because it is the legal name of the fund.  Are you asking for the Fund Public name to be used in the Fund Advisor Portal?

    Julie supported this idea  ·  Jul 27, 2023

19. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 27, 2023
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    Julie commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

    We're running into challenges with people who have access to the Fund Portal (for example people who receive statements for Designated or Field of Interest Funds) being confused by the fact that C Suite lists them as "Fund Advisors" on the Fund Portal when they don't have advisory privileges.

    I'd suggest calling it the Fund Portal - it's about access to the fund, not necessarily donations. Not everyone who has access to the fund is a Donor. Most importantly though, please update the label at the top from Fund Advisor to something like Fund Access.

    I created an additional Idea Lab post about this label here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46988734-change-label-for-fund-advisor-on-portal-not-ev

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20. 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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    Julie shared this idea  ·  Jul 27, 2023