Settings and activity

33 results found

1. Bulk Update Address - Do Not Mail

   22 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Jan 12, 2023

2. Financial report fund filters

   22 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Dec 28, 2022

3. 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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   Kevin Patten supported this idea  ·  Nov 30, 2022

4. 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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   Kevin Patten supported this idea  ·  Nov 30, 2022

5. Log for Online Grant Requests Before Creating the Grant

   22 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Kevin Patten commented  ·  Oct 6, 2022  ·  Edit…  ·  Delete…

   This is very helpful to create a complete documentation/log of the Fund Advisor's original Grant Request in case there is a change made by staff we can still have record of the original request. The Grant Request ID should tie it all together.
   Thanks!

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   Kevin Patten supported this idea  ·  Oct 6, 2022

6. 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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   Kevin Patten supported this idea  ·  Sep 16, 2022

7. board portal

   160 votes

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

   
   

   Kevin Patten supported this idea  ·  Sep 1, 2022

8. 990 tax class

   35 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Jul 26, 2022

9. Grants On Hold In More Buckets - Approval & Voucher

   35 votes

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

   
   

   Kevin Patten shared this idea  ·  Apr 27, 2022
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   Kevin Patten commented  ·  Apr 27, 2022  ·  Edit…  ·  Delete…

   This would help greatly!

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10. Total Award Amount

    44 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kevin Patten supported this idea  ·  Apr 7, 2022

11. annualized budget percentage on income statement

    70 votes

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

    
    

    Kevin Patten supported this idea  ·  Mar 22, 2022

12. One Log In Across Foundant Platforms

    198 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Mar 8, 2022

13. 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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    Kevin Patten supported this idea  ·  Dec 24, 2021