Settings and activity

99 results found

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

   58 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

   
   

   Zac Smith supported this idea  ·  Apr 30, 2024

2. Closed Funds should appear in Red in Relationships tab

   90 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

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

   108 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

4. Combine credit card fees with the donation amount

   115 votes

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

   
   

   Zac Smith supported this idea  ·  Apr 30, 2024

5. Impact Investing

   17 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

6. Impact Investing: revenue share

   18 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

7. Change "no-reply@fcsuite.com" to Default Email Reply To

   52 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

8. email - integration with Outlook

   83 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

9. Secure option to obtain ACH information

   192 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Apr 30, 2024

10. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 30, 2024

11. Allow bulk updates via data imports (csv with unique IDs)

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 30, 2024

12. Revenue Share Deposits - Impact Investment Interest Income

    13 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 25, 2024

13. Reporting for multiple objects at once

    13 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Zac Smith shared this idea  ·  Apr 22, 2024

14. Ability to build custom dashboards

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    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Apr 22, 2024

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

    26 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

    
    

    Zac Smith supported this idea  ·  Apr 22, 2024

16. internal grant upload

    48 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

    
    

    Zac Smith supported this idea  ·  Feb 1, 2024

17. Grant request notification for staff - add more data to email

    30 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Zac Smith commented  ·  Jan 8, 2024  ·  Edit…  ·  Delete…

    This would be very helpful! Our auditors will frequently ask for details from the grant recommendations and this email would typically be our proof of sending the funds to the recommended grantee, but without details of grantee and amount we can't use this.

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    Zac Smith supported this idea  ·  Jan 8, 2024

18. Custom Field in Tasks

    18 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

    
    

    Zac Smith supported this idea  ·  Nov 11, 2023

19. Spendable distributions scheduling

    20 votes

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

    
    

    Zac Smith supported this idea  ·  Oct 9, 2023