Settings and activity

211 results found

1. Report on 1st time donors to a fund, including fund advisors

   12 votes

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

   
   

   Michele Jeican supported this idea  ·  December 28, 2022

2. Profiles: required fields - visually display which fields

   30 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  December 12, 2022

3. canceled grant status

   9 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  December 06, 2022

4. Include Custom Fields in "Add Financial Filter".

   42 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  December 01, 2022

5. display grant letter templates in grant record

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   24 votes

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

   
   

   Michele Jeican supported this idea  ·  December 01, 2022

6. fund balance on fund history page

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  November 30, 2022

7. Custom Reports: Multiple Filters

   106 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  November 30, 2022

8. Sync attachments in csuite and glm

   19 votes

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

   
   

   Michele Jeican supported this idea  ·  November 28, 2022

9. Merge Templates: Field Codes for Evaluation Forms

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michele Jeican supported this idea  ·  November 23, 2022

10. Fiscal Sponsorships/Sponsored Orgs

    24 votes

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

    
    

    Michele Jeican supported this idea  ·  November 14, 2022

11. Warning message if revenue share will push a fund underwater.

    30 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

    
    

    Michele Jeican supported this idea  ·  November 02, 2022

12. voucher description

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michele Jeican supported this idea  ·  November 02, 2022

13. AP voucher line order should stay in order of entry

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Michele Jeican commented  ·  October 31, 2022  ·  Edit…  ·  Delete…

    Thank you for posting this suggestion! I run into this with payroll twice a month, as well as some other import AP voucher jobs that we run regularly.

    Save Submitting...
    Michele Jeican supported this idea  ·  October 31, 2022

14. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  October 25, 2022

15. check void date

    23 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

    
    

    Michele Jeican shared this idea  ·  October 17, 2022

16. payment date

    22 votes

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

    
    

    Michele Jeican supported this idea  ·  October 17, 2022

17. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  October 14, 2022

18. General Ledger Search- From>To Accounts

    21 votes

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

    
    

    Michele Jeican supported this idea  ·  October 14, 2022

19. tax receipts downloaded in word

    21 votes

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

    
    

    Michele Jeican supported this idea  ·  October 14, 2022

20. Destination funds for internal grants named on fund statements

    26 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

    
    

    Michele Jeican supported this idea  ·  September 30, 2022