Settings and activity

18 results found

1. Bring back sold_amount option for tax receipts.

   6 votes

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   3 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Nov 8, 2024
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   Brittaney Reep commented  ·  Nov 8, 2024  ·  Edit…  ·  Delete…

   100% agree here :) This was information being actively used by many Foundations and then removed. As our busiest time of year approaches, it would be nice to have this informational field added back. Thanks!

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2. Email Tax Receipt Preview

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Nov 8, 2024

3. Last Donation Date does not reflect accurate last gift date

   102 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Apr 22, 2024

4. Multiple Advisors on one grant

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Mar 20, 2024

5. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   18 votes

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

   
   

   Brittaney Reep supported this idea  ·  Jun 15, 2023

6. Docusign Integration

   128 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

7. One Log In Across Foundant Platforms

   208 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

8. 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

   
   

   Brittaney Reep supported this idea  ·  May 18, 2023

9. Secure option to obtain ACH information

   176 votes

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   Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

10. Credit card fees and tax recpts

    13 votes

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

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

11. Linking profiles to funds- multiple links at a time

    58 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

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

12. 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

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

13. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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

    
    

    Brittaney Reep supported this idea  ·  Feb 22, 2023

14. Donations: change fund

    61 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Feb 22, 2023

15. Change Fund Group at a Point in Time

    86 votes

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

    
    

    Brittaney Reep supported this idea  ·  Feb 22, 2023

16. Fund statements - sort by fund advisor or fund

    30 votes

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

    
    

    Brittaney Reep supported this idea  ·  Apr 8, 2022

17. Campaigns and Opportunities Flag When Entering Donation

    47 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Apr 8, 2022

18. pledge reminders - option to download to word

    13 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

    
    

    Brittaney Reep supported this idea  ·  Feb 2, 2021