Settings and activity

32 results found

1. Login As --Removes user's existing login

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Mar 26, 2025

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

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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

3. Recurring Alerts on Home Menu

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   100 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

4. Loans between 2 Funds

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Christine Stammer shared this idea  ·  Aug 21, 2024

5. Prevent Duplicate Fund Short Names

   15 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

6. Opportunity should show on Fund Profile

   20 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

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

   36 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

8. Fund Created Field - not a date stamp

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christine Stammer shared this idea  ·  Apr 17, 2024

9. Organization's name in event ticket

   54 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Feb 2, 2024

10. guest email

    15 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

11. Ticketed Events

    29 votes

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    2 comments  ·  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

12. 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

13. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 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

14. 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

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

    17 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

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

    30 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

17. 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

18. chat box

    24 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

19. Numbers Formatting

    20 votes

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

    
    

    Christine Stammer supported this idea  ·  Jun 19, 2023

20. Select Share Document [Yes/No] when uploading a file

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Christine Stammer commented  ·  Apr 6, 2023  ·  Edit…  ·  Delete…

    Also "Sticky". It is very frustrating to upload a file and then have to "edit" the file options in order to mark it sticky. At least on "Share" there is a Yes/No option you can click without having to edit. But sticky you have to use edit in order to mark it as such. We make the fund agreement "sticky" for every fund. It is something we use every time a fund is opened and we are working on updating the files on all our existing funds to be organized with the fund agreement at the top.

    Both options should just be available at the time of file upload.

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    Christine Stammer supported this idea  ·  Apr 6, 2023