Settings and activity

55 results found

1. After completing pledge payment documents, give option to print envelopes.

   3 votes

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

   
   

   Becky Schroeder supported this idea  ·  Apr 4, 2024

2. Ability to show Promises as paid when paid by Internal Grant

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Becky Schroeder shared this idea  ·  Mar 28, 2024

3. pledge reminders - option to download to word

   12 votes

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

   
   

   Becky Schroeder supported this idea  ·  Mar 28, 2024

4. pledge promise

   13 votes

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

   
   

   Becky Schroeder supported this idea  ·  Mar 28, 2024

5. Allow Editing/Deleting the Automatic Pledge Adjustment

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Becky Schroeder supported this idea  ·  Mar 28, 2024

6. Admin Fee Report

   21 votes

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

   
   

   Becky Schroeder supported this idea  ·  Jan 31, 2024

7. Admin Fees: choose more than one donation type for an Admin Fee

   21 votes

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

   
   

   Becky Schroeder supported this idea  ·  Jan 31, 2024

8. Balance Swap - Edit Amounts

   39 votes

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

   
   

   Becky Schroeder supported this idea  ·  Dec 12, 2023

9. Balance Swap Account Filter shows closed accounts

   16 votes

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   1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Becky Schroeder supported this idea  ·  Dec 12, 2023

10. Profile Merge should include all fields

    79 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

    
    

    Becky Schroeder supported this idea  ·  Nov 3, 2023

11. Grant rollforward report

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Becky Schroeder supported this idea  ·  Nov 3, 2023

12. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Becky Schroeder supported this idea  ·  Aug 22, 2023

13. Please bring back the switch to electronic function on cheques

    22 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Becky Schroeder supported this idea  ·  May 16, 2023

14. 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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    Becky Schroeder supported this idea  ·  May 16, 2023

15. 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

    
    

    Becky Schroeder supported this idea  ·  May 16, 2023

16. 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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    Becky Schroeder commented  ·  May 15, 2023  ·  Edit…  ·  Delete…

    I also like the idea of adding a column that calculates the % that the fund is underwater. Our underwater policy has stages that depend on the % underwater.

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    Becky Schroeder supported this idea  ·  Oct 25, 2022

17. 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

    
    

    Becky Schroeder supported this idea  ·  Apr 17, 2023

18. Add Permission to View ACH Details in Profiles

    34 votes

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

    
    

    Becky Schroeder supported this idea  ·  Apr 17, 2023

19. Custom Reports: Multiple Filters

    105 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Becky Schroeder supported this idea  ·  Apr 17, 2023

20. 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

    
    

    Becky Schroeder supported this idea  ·  Apr 17, 2023