Settings and activity

96 results found

1. 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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   Jesika Ellis supported this idea  ·  Feb 22, 2022

2. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   33 votes

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   1 comment  ·  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  ·  Nov 5, 2021

3. 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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   Jesika Ellis supported this idea  ·  Nov 5, 2021

4. Bank reconcile - approvals and log

   123 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Nov 5, 2021

5. payment date

   23 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  ·  Sep 2, 2021

6. notes by date

   15 votes

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

   
   

   Jesika Ellis supported this idea  ·  Sep 2, 2021

7. inactive users - remove from assign to task list

   26 votes

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

   
   

   Jesika Ellis supported this idea  ·  Sep 2, 2021

8. Filter by TOTAL Donations in Donor Report

   22 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

   
   

   Jesika Ellis supported this idea  ·  Sep 2, 2021

9. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

   • 

   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 2, 2021

10. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    21 votes

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    3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks).  This will connect some of the fields you are requesting, but it does not include notes.

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    Jesika Ellis commented  ·  May 11, 2021  ·  Edit…  ·  Delete…

    Just another plug for this!

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    Jesika Ellis shared this idea  ·  Apr 21, 2021

11. Option for household changes to populate individual profiles linked to household

    29 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 11, 2021

12. export task notes

    13 votes

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

    
    

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    Jesika Ellis commented  ·  Apr 20, 2021  ·  Edit…  ·  Delete…

    I second this! We are just now beginning to think about reporting from Opportunities, and while I can create a *mostly* usable Custom Report for Tasks, there is NO NOTES column? There is not.

    If the Opp Tasks have a Note functionality at completion, is that Note not part of the Task itself, and couldn't/shouldn't it be shown for export? We could really use this!

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    Jesika Ellis supported this idea  ·  Apr 20, 2021

13. Folders for Reports

    97 votes

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    11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jesika Ellis supported this idea  ·  Mar 12, 2021

14. 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

    
    

    Jesika Ellis supported this idea  ·  Mar 7, 2021

15. Navigation - Add Save option to left side menu

    51 votes

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    2 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  ·  Mar 7, 2021

16. Notes: Collapse list to show most recent with ability to show all

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Dec 31, 2020