Settings and activity

50 results found

1. One Log In Across Foundant Platforms

   226 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Marsha Lewis supported this idea  ·  Aug 8, 2024

2. Reports: Freeze the column headers

   56 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Marsha Lewis supported this idea  ·  Aug 7, 2024

3. Change Grantee in Grant Request to internal fund

   60 votes

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Marsha Lewis supported this idea  ·  May 1, 2024

4. Do not send Grant Notify email when a grant is unposted

   33 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Marsha Lewis supported this idea  ·  May 1, 2024

5. FA Donation notifications should include tribute information

   75 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Marsha Lewis supported this idea  ·  Apr 30, 2024

6. AP voucher line order should stay in order of entry

   41 votes

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

   
   

   Marsha Lewis supported this idea  ·  Feb 16, 2024

7. Custom Field permission by record type

   29 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Marsha Lewis supported this idea  ·  Feb 16, 2024
   An error occurred while saving the comment
   Marsha Lewis commented  ·  Feb 5, 2024  ·  Edit…  ·  Delete…

   We have both development and scholarship personnel who need to utilize custom fields on the fund record. Totally agree with Jill that our organization could operate so much more efficiently with detailed security options and that the current permission of all or nothing options are too limiting.

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8. Print Address from Donation Record on Envelope

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Marsha Lewis supported this idea  ·  Jan 31, 2024

9. Allow editing a custom report name, description or sharing without having to save as a different report

   28 votes

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

   
   

   Marsha Lewis supported this idea  ·  Jan 31, 2024

10. Merge suggestion should automatically be removed when an individual is added to household

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Marsha Lewis supported this idea  ·  Jan 31, 2024

11. set scholarship

    26 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Marsha Lewis supported this idea  ·  Jan 31, 2024

12. percentage of gift to spendable

    31 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

    
    

    Marsha Lewis supported this idea  ·  Jan 31, 2024

13. Do Not Allow Admin Fee to make a Fund Balance Negative

    32 votes

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

    
    

    Marsha Lewis supported this idea  ·  Jan 31, 2024

14. Allow Editing/Deleting the Automatic Pledge Adjustment

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Marsha Lewis supported this idea  ·  Jan 31, 2024

15. Gift Adjustments: Requires Unreconciliation

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Marsha Lewis supported this idea  ·  Jan 31, 2024

16. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Marsha Lewis supported this idea  ·  Jan 31, 2024

17. Household opportunities should show on Individual profiles

    63 votes

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

    
    

    Marsha Lewis supported this idea  ·  Jan 31, 2024

18. Envelope Printing Incorrectly for DAF Donations

    43 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Marsha Lewis commented  ·  Jan 31, 2024  ·  Edit…  ·  Delete…

    This is a constant issue for our organization as well, it causes a lot of extra time when doing the acknowledgment letters and envelopes.

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

    115 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Marsha Lewis supported this idea  ·  Jan 31, 2024

20. Refunds

    18 votes

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

    
    

    An error occurred while saving the comment
    Marsha Lewis commented  ·  Jan 31, 2024  ·  Edit…  ·  Delete…

    I also agree with this idea, it is challenging to continue normal operations when we are not able to process refunds or cancellations of grants where the original check has not yet been reconciled and it is very confusing to our scholarship team to see that there has been a refund when finance cannot enter it right away. Often, we have several scholarship payments made on one check so it takes the University some time to deposit the check but they send the refund right away when they realize that a student's account is overpaid.

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    Marsha Lewis supported this idea  ·  Jan 31, 2024