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10 results found

  1. More Donation Info For Fund Advisors

    12 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Deborah Mast supported this idea  · 

  2. Donation Notes - viewable in donation history

    43 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Deborah Mast supported this idea  · 

  3. Turn off notifications when deactivating CSuite user

    36 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Deborah Mast supported this idea  · 

  4. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Deborah Mast supported this idea  · 

  5. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Deborah Mast supported this idea  · 

  6. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Deborah Mast supported this idea  · 

  7. 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  ·  Admin →
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    Deborah Mast supported this idea  · 

  8. Grant Notifications for Internal Grants

    36 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Deborah Mast supported this idea  · 

  9. Destination funds for internal grants named on fund statements

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Deborah Mast supported this idea  · 

  10. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Deborah Mast commented  · 

    Please make the donation advisor merge field {{advisor.profile_name}} available on the donation receipt template along with the actual donor name & address. In event of a recommended donation or match to a donation, we want the receipt to be mailed to the actual donating company/address with a cc to the advisor/person recommending the gift. Currently when the donor advisor field is populated, it changes the donor name and address to the advisor's name and address when they actually aren't the donor & the merge field {{advisor.profile_name}} remains blank & won't populate at all when used on a donation receipt .

    Deborah Mast supported this idea  ·