Settings and activity

36 results found

1. Add Fund field for templates should allow for shortname also

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Christine Stammer shared this idea  ·  Dec 16, 2024

2. Recurring Alerts on Home Menu

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   82 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Aug 22, 2024

3. Loans between 2 Funds

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Christine Stammer shared this idea  ·  Aug 21, 2024

4. Prevent Duplicate Fund Short Names

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  May 14, 2024

5. Opportunity should show on Fund Profile

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  May 14, 2024

6. Opportunity Tasks Notes Need to Show Up on the Fund

   33 votes

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   3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Christine Stammer supported this idea  ·  May 14, 2024

7. Fund Created Field - not a date stamp

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christine Stammer shared this idea  ·  Apr 17, 2024

8. Organization's name in event ticket

   42 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Feb 2, 2024

9. guest email

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Feb 2, 2024

10. Ticketed Events

    21 votes

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

    
    

    Christine Stammer supported this idea  ·  Feb 2, 2024

11. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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

    
    

    Christine Stammer supported this idea  ·  Jan 3, 2024

12. Sort feature in Till

    19 votes

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

    
    

    Christine Stammer supported this idea  ·  Jan 3, 2024

13. Closed Funds should appear in Red in Relationships tab

    83 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Christine Stammer supported this idea  ·  Jan 2, 2024

14. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 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

    
    

    Christine Stammer supported this idea  ·  Jan 2, 2024

15. Deposit List - ability to sort by different column

    21 votes

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

    
    

    An error occurred while saving the comment
    Christine Stammer commented  ·  Dec 8, 2023  ·  Edit…  ·  Delete…

    We have a review process for our deposits before they go to the bank. It would be helpful for this process if the Till - List Deposits had some basic filters like other screens. Filter by date or deposit account. Or at least Sort options on the columns to sort by date or account.

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    Christine Stammer supported this idea  ·  Dec 8, 2023

16. Favorite Custom Reports

    49 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

    
    

    Christine Stammer supported this idea  ·  Sep 25, 2023

17. Files - Report when there is NOT a file attached (NULL)

    16 votes

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

    
    

    Christine Stammer shared this idea  ·  Sep 20, 2023

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

    25 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

    
    

    Christine Stammer shared this idea  ·  Sep 14, 2023

19. Balance Swap Account Filter shows closed accounts

    16 votes

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

    
    

    Christine Stammer shared this idea  ·  Jun 27, 2023

20. chat box

    23 votes

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

    
    

    An error occurred while saving the comment
    Christine Stammer commented  ·  Jun 21, 2023  ·  Edit…  ·  Delete…

    Yes - this is most annoying

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    Christine Stammer supported this idea  ·  Jun 21, 2023