Settings and activity

103 results found

1. Combine credit card fees with the donation amount

   104 votes

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

   
   

   Jesika Ellis supported this idea  ·  February 17, 2023

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

   57 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

   
   

   Jesika Ellis supported this idea  ·  February 17, 2023

3. Yearly tax letter envelope

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   The yearly tax receipt envelopes should now print in the same order as the letter.  It is important to only create letters for donors with an address, otherwise the envelopes will not print.

   Jesika Ellis supported this idea  ·  January 06, 2023

4. More Donation Info For Fund Advisors

   12 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  January 06, 2023

5. Include Custom Fields in "Add Financial Filter".

   41 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  December 07, 2022

6. display grant letter templates in grant record

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   24 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

   
   

   Jesika Ellis supported this idea  ·  December 07, 2022

7. 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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   Jesika Ellis supported this idea  ·  December 02, 2022

8. Profile Types & Permissions

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jesika Ellis commented  ·  November 28, 2022  ·  Edit…  ·  Delete…

   Truly, this is so desperately needed for any Foundations managing a database for many different levels of staff. Please separate Edit and Create permissions for any and all coding or labeling options throughout CSuite!

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   Jesika Ellis supported this idea  ·  November 28, 2022

9. Separate the closing of the last period of the year from the closing of the year

   49 votes

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

   
   

   Jesika Ellis supported this idea  ·  November 15, 2022

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

    16 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

    
    

    Jesika Ellis supported this idea  ·  September 29, 2022

11. fund statement Advisor Name

    30 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

    
    

    Jesika Ellis supported this idea  ·  September 29, 2022

12. Beneficiary "On hold" or Inactive

    14 votes

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

    
    

    Jesika Ellis supported this idea  ·  September 29, 2022

13. Add Online Donation Description to the Description Field not Notes FIeld

    22 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  September 28, 2022

14. Complete Multiple Grants at One Time

    70 votes

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

    
    

    Jesika Ellis supported this idea  ·  September 26, 2022

15. 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

    
    

    Jesika Ellis supported this idea  ·  September 26, 2022

16. 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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    Jesika Ellis supported this idea  ·  September 26, 2022

17. Add Invoice ID and Donation ID to Profile Payment Custom Report

    10 votes

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

    
    

    Jesika Ellis supported this idea  ·  September 22, 2022

18. Color code outward facing fields

    54 votes

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

    
    

    Jesika Ellis supported this idea  ·  September 22, 2022

19. Make Opportunity Type Inactive

    24 votes

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

    
    

    Jesika Ellis supported this idea  ·  September 02, 2022

20. Opportunity Pop Up Notification

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    23 votes

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

    
    

    Jesika Ellis supported this idea  ·  September 02, 2022