Settings and activity

19 results found

1. Choose what donor/donation data fund advisors see in portal

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sue Jensen supported this idea  ·  April 25, 2024

2. memorial

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Sue Jensen supported this idea  ·  March 08, 2024

3. idea lab

   5 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

   Sue Jensen supported this idea  ·  March 08, 2024

4. Inactive addresses - don't generate mail

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sue Jensen supported this idea  ·  December 27, 2023

5. 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

   
   

   Sue Jensen supported this idea  ·  December 12, 2023

6. Fund statements

   127 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Sue Jensen supported this idea  ·  August 23, 2023

7. Make spendables a field in both the Fund Summary dashboard and the custom reports

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sue Jensen supported this idea  ·  May 03, 2023

8. 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

   
   

   Sue Jensen supported this idea  ·  May 01, 2023

9. 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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   Sue Jensen commented  ·  April 20, 2023  ·  Edit…  ·  Delete…

   Providing access to custom fields on reports is always helpful.

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   Sue Jensen supported this idea  ·  April 20, 2023

10. Change Fund Group at a Point in Time

    84 votes

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

    
    

    Sue Jensen supported this idea  ·  March 28, 2023

11. Multi-Fund Journal Entries and attachments

    14 votes

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

    
    

    Sue Jensen supported this idea  ·  March 28, 2023

12. 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

    
    

    Sue Jensen supported this idea  ·  March 28, 2023

13. 990 Report - Option to filter to DAF

    14 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

    
    

    Sue Jensen supported this idea  ·  March 28, 2023

14. Recurring gift receipts

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sue Jensen supported this idea  ·  March 13, 2023

15. Recurring Donations Communication to Donors

    52 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sue Jensen supported this idea  ·  March 13, 2023

16. Financial report fund filters

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sue Jensen supported this idea  ·  January 06, 2023

17. stripe donations

    13 votes

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

    
    

    Sue Jensen supported this idea  ·  December 28, 2022

18. 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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    Sue Jensen commented  ·  November 30, 2022  ·  Edit…  ·  Delete…

    The more options we have when creating reports the better the system will be.

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    Sue Jensen supported this idea  ·  November 30, 2022

19. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sue Jensen supported this idea  ·  September 16, 2022