Settings and activity

32 results found

1. Inception to Date Report with Fund Balances

   42 votes

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

   
   

   Amy Lemmons supported this idea  ·  October 06, 2023

2. Fund statements

   127 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Amy Lemmons supported this idea  ·  August 24, 2023

3. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

   132 votes

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

   
   

   Amy Lemmons supported this idea  ·  July 27, 2023

4. Merge profile should not lose Steward or Engagement Strategy from the older profile

   16 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

   
   

   Amy Lemmons supported this idea  ·  June 16, 2023

5. Profile Merge should include all fields

   80 votes

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

   
   

   Amy Lemmons supported this idea  ·  June 16, 2023

6. Recurring Grant: Calendar End Date Option

   28 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Amy Lemmons supported this idea  ·  February 21, 2023

7. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Amy Lemmons supported this idea  ·  February 01, 2023

8. 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

   
   

   Amy Lemmons supported this idea  ·  January 30, 2023

9. Recurring Donation - give donors option to end or change amount on portal

   140 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Amy Lemmons supported this idea  ·  January 30, 2023

10. Numbers Formatting

    17 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

    
    

    Amy Lemmons supported this idea  ·  January 13, 2023

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

    34 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

    
    

    Amy Lemmons supported this idea  ·  January 13, 2023

12. Public Securities Sort

    24 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Amy Lemmons supported this idea  ·  January 13, 2023

13. Multiple contacts for Organizations

    39 votes

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

    
    

    Amy Lemmons supported this idea  ·  January 13, 2023

14. 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

    
    

    Amy Lemmons supported this idea  ·  January 13, 2023

15. tax receipts downloaded in word

    21 votes

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

    
    

    Amy Lemmons supported this idea  ·  January 13, 2023

16. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Amy Lemmons supported this idea  ·  January 13, 2023

17. Profiles: required fields - visually display which fields

    30 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Lemmons supported this idea  ·  January 13, 2023

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

    34 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

    
    

    Amy Lemmons supported this idea  ·  January 13, 2023

19. 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

    
    

    Amy Lemmons supported this idea  ·  January 13, 2023

20. Secure option to obtain ACH information

    142 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Amy Lemmons supported this idea  ·  January 13, 2023