Settings and activity

204 results found

1. User Sign In: Always include "Forgot Password" link on login page

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   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 4, 2024

2. Bank Reconciliation - Cancel Feature

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 4, 2024

3. Allow "Self Service" password resets in the Sandbox or add warning that password resets don't work in Sandbox

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   2 votes

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   1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Once a sandbox is synced, the User Name/Password is the same as the live site.  That should eliminate the need to reset your password.

   Michele Jeican supported this idea  ·  Apr 4, 2024

4. Donation Portal: Filter/Search Funds

   18 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 4, 2024

5. Flag Duplicate Addresses

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 19, 2024

6. Send or print grant letters in bulk, not just by check batch

   29 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 19, 2024
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   Michele Jeican commented  ·  Jul 26, 2023  ·  Edit…  ·  Delete…

   The documents tab is a great feature and that the grant letters are in a batch for the ease of processing them; however, the grant letters often are not all sent out at the same time. It would be great if you could either select all in a batch, or have check boxes to select individual letters, like we have in the donation side for tax receipts.

   We are trying to implement this so that the grant letters are marked as sent when they are actually mailed by the staff member assigned,so we know their status, whereas right now, we are just marking them as sent after they start building up in the queue.

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7. Copied grants - please make default grant & payment date the new grant date

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican commented  ·  Mar 19, 2024  ·  Edit…  ·  Delete…

   Yes, please!!

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   Michele Jeican supported this idea  ·  Mar 19, 2024

8. Donation Portal: Giving levels by fund

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   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 19, 2024

9. Capitalization

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 19, 2024

10. Please make new tributes default to private

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Mar 19, 2024

11. Bank Reconciliation with Outstanding Items List

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Michele Jeican supported this idea  ·  Mar 8, 2024

12. Prevent Duplicate Fund Short Names

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Mar 8, 2024

13. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Mar 8, 2024

14. General Ledger Alert notifications

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Mar 8, 2024

15. Envelope in Grants

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    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Mar 8, 2024

16. Create Custom report option for Loyal Donors

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 28, 2024

17. Tribute bucket shows number of tributes needing to be sent in parentheses

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    30 votes

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

    
    

    Michele Jeican supported this idea  ·  Feb 28, 2024

18. Admin Fee Report in Funds

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 28, 2024

19. Organization's name in event ticket

    40 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 28, 2024

20. Copy Voucher

    10 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 28, 2024