Settings and activity

34 results found

1. campaign tax receipt

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Kevin Patten commented  ·  April 22, 2024  ·  Edit…  ·  Delete…

   This is a much needed option. Too many receipt emails are confusing to donors. Having the option at the fund level would also allow greater flexibility.

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   Kevin Patten supported this idea  ·  April 22, 2024

2. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   20 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Kevin Patten supported this idea  ·  April 09, 2024

3. Allow Donor Addresses on Donations to be pulled for reports

   20 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  April 04, 2024

4. Batch attach file to grant

   16 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

   
   

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   Kevin Patten commented  ·  March 15, 2024  ·  Edit…  ·  Delete…

   This would be hugely beneficial. We have multiple program with one document supporting hundreds of different grants.

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   Kevin Patten supported this idea  ·  March 15, 2024

5. Next Check Number Used Process

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Kevin Patten commented  ·  January 09, 2024  ·  Edit…  ·  Delete…

   Conversion issue

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   Kevin Patten shared this idea  ·  January 09, 2024

6. Inception to Date Report with Fund Balances

   42 votes

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

   
   

   Kevin Patten supported this idea  ·  October 25, 2023

7. percentage of gift to spendable

   30 votes

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

   
   

   Kevin Patten supported this idea  ·  October 04, 2023

8. Grant refunds post to spendable option

   68 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  September 29, 2023

9. internal grant upload

   47 votes

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

   
   

   Kevin Patten supported this idea  ·  September 20, 2023

10. Fund statements

    127 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  August 23, 2023

11. set scholarship

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Kevin Patten shared this idea  ·  July 13, 2023

12. Short Name: Searchable in many search fields

    14 votes

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

    
    

    Kevin Patten supported this idea  ·  July 13, 2023

13. The ability to inactivate a scholarship to remove it from the scholarship list.

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  July 13, 2023

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

    24 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

    
    

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    Kevin Patten commented  ·  June 26, 2023  ·  Edit…  ·  Delete…

    This would be extremely helpful to verify total batch amounts. The nature of a batch is to have a control total, not sure how the design failed to consider this.

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    Kevin Patten supported this idea  ·  June 26, 2023

15. 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

    
    

    Kevin Patten supported this idea  ·  June 26, 2023

16. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    132 votes

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

    
    

    Kevin Patten supported this idea  ·  June 26, 2023

17. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  June 26, 2023

18. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  February 01, 2023

19. Grant- post by payment option

    34 votes

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

    
    

    Kevin Patten supported this idea  ·  January 18, 2023

20. Secure option to obtain ACH information

    142 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  January 12, 2023