Settings and activity

204 results found

1. Profile changes (ex: name, address) should not update historical information.

   54 votes

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

   
   

   Michele Jeican supported this idea  ·  Aug 23, 2023

2. Campaigns Without Tickets for Online Donations

   92 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Aug 23, 2023

3. Combine credit card fees with the donation amount

   112 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michele Jeican supported this idea  ·  Aug 23, 2023

4. board portal

   167 votes

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

   
   

   Michele Jeican supported this idea  ·  Aug 23, 2023

5. check reconciliation

   7 votes

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

   
   

   An error occurred while saving the comment
   Michele Jeican commented  ·  Aug 23, 2023  ·  Edit…  ·  Delete…

   This happens to me when we use multi-fund grants as well so I stopped using the csv upload to clear my checks, which is very time consuming and more prone to error.

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   Michele Jeican supported this idea  ·  Aug 23, 2023

6. Email receipt

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Aug 23, 2023

7. Closed Funds should appear in Red in Relationships tab

   81 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Jun 26, 2023

8. 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

   
   

   Michele Jeican supported this idea  ·  Jun 16, 2023

9. Check Approval Batch Total

   18 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 supported this idea  ·  Jun 14, 2023

10. Pronoun field on donation forms

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michele Jeican supported this idea  ·  Jun 14, 2023

11. investment strategy: option set a dollar amount

    17 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Michele Jeican commented  ·  May 24, 2023  ·  Edit…  ·  Delete…

    This would be very useful for us!

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    Michele Jeican supported this idea  ·  Apr 4, 2022

12. new checks - total for all checks and each batch

    27 votes

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    3 comments  ·  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  ·  May 17, 2023

13. Bring back counts in Fund Statement generation

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    13 votes

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

    
    

    Michele Jeican supported this idea  ·  May 8, 2023

14. Sending emails in csuite

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    12 votes

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

    A rich text editor was released on 9/12/2024. Here is the release note:

    Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

    Michele Jeican supported this idea  ·  May 8, 2023

15. New profile change - updating addresses

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 8, 2023

16. Blank Tabs grayed out or different color

    18 votes

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

    
    

    Michele Jeican supported this idea  ·  May 8, 2023

17. HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)

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    13 votes

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

    
    

    Michele Jeican supported this idea  ·  May 8, 2023

18. Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)

    12 votes

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

    
    

    An error occurred while saving the comment
    Michele Jeican commented  ·  Mar 24, 2023  ·  Edit…  ·  Delete…

    I just learned this also that the current date, as well as the payment schedule etc, do not copy over. I did change the date (the donation copy changes to current date) but did not change the payment date and the grant wouldn't post. The copy function is a great time saver but to be totally efficient, it should copy over more information than it currently is!

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    Michele Jeican supported this idea  ·  Mar 24, 2023

19. Task Email Reminder to include task description

    13 votes

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

    
    

    Michele Jeican supported this idea  ·  Mar 22, 2023

20. Preferred Contact Profile Field

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    28 votes

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

    
    

    Michele Jeican supported this idea  ·  Mar 22, 2023