Settings and activity

47 results found

1. 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)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Christine Stammer supported this idea  ·  August 21, 2023

2. Add donation advisor field as an option in donation custom reports

   11 votes

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

   
   

   Christine Stammer supported this idea  ·  August 21, 2023

3. 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  ·  June 27, 2023

4. chat box

   21 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

   
   

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   Christine Stammer commented  ·  June 21, 2023  ·  Edit…  ·  Delete…

   Yes - this is most annoying

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   Christine Stammer supported this idea  ·  June 21, 2023

5. Numbers Formatting

   17 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  ·  June 19, 2023

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

   21 votes

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

   
   

   An error occurred while saving the comment
   Christine Stammer commented  ·  April 06, 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  ·  April 06, 2023

7. Bank reconcile - approvals and log

   114 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  October 20, 2022

8. Financials: fund balance (show $0 balance funds)

   25 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  October 11, 2022

9. History of Fund Advisors for a Fund

   38 votes

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

   
   

   Christine Stammer supported this idea  ·  October 11, 2022

10. Back and Forward Button

    57 votes

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    6 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  ·  July 20, 2022

11. Grant refunds post to spendable option

    69 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Christine Stammer supported this idea  ·  June 08, 2022

12. Donor portal - change voucher list to sort by date

    8 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Christine Stammer supported this idea  ·  May 11, 2022

13. Admin Fee Edit

    32 votes

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

    
    

    An error occurred while saving the comment
    Christine Stammer commented  ·  April 26, 2022  ·  Edit…  ·  Delete…

    It would be very helpful if system calculated admin fees could be edit individually prior to posting. Similar to how distribution/spending calculations can be edited prior to posting.

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    Christine Stammer shared this idea  ·  April 26, 2022

14. Change Fund Group at a Point in Time

    84 votes

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

    
    

    Christine Stammer supported this idea  ·  April 26, 2022

15. One Log In Across Foundant Platforms

    194 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Christine Stammer supported this idea  ·  April 26, 2022

16. 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  ·  Delete…  ·  Admin →
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    Christine Stammer supported this idea  ·  April 21, 2022

17. 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  ·  Delete…  ·  Admin →
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    Christine Stammer supported this idea  ·  March 18, 2022

18. Beneficiary "On hold" or Inactive

    14 votes

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

    
    

    Christine Stammer shared this idea  ·  March 17, 2022

19. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    31 votes

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

    
    

    Christine Stammer supported this idea  ·  March 17, 2022

20. Add Fund Steward as a field for Fund Statement Templates

    15 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

    
    

    Christine Stammer shared this idea  ·  October 14, 2021