Settings and activity

57 results found

1. Secure option to obtain ACH information

   146 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  February 05, 2023

2. Login for Donors, without a fund.

   14 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  February 05, 2023

3. donor history

   10 votes

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   0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   You can filter to a specific profile id in a donation dashboard and see this information now.  It is not a link in the donor view, but I do see the value of the that option.

   Sally Gillespie supported this idea  ·  February 05, 2023

4. File Organization in Donor Portal

   99 votes

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   12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sally Gillespie supported this idea  ·  February 05, 2023

5. 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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   Sally Gillespie supported this idea  ·  December 30, 2022

6. Change Applicant Dashboard View

   12 votes

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   Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  December 06, 2022

7. Multifund Invoices

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Sally Gillespie commented  ·  October 05, 2022  ·  Edit…  ·  Delete…

   Also need the ability to change a fund if an error has been made so that the same invoice number can be retained

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   Sally Gillespie supported this idea  ·  October 05, 2022

8. Batch "add installment" and "make payment"

   25 votes

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

   
   

   Sally Gillespie supported this idea  ·  May 17, 2022

9. Close Request - Batch

   6 votes

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   Feedback Needed  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  May 17, 2022

10. Batch Approval

    50 votes

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    Proposed Idea  ·  25 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  May 17, 2022

11. Set up notifications/reminders for Evaluators, like Applicant reminders

    14 votes

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    Feedback Needed  ·  5 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  May 17, 2022

12. Board Member Access to Follow Up Reports

    51 votes

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    Proposed Idea  ·  25 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  March 07, 2022

13. Add Online Donation Description to the Description Field not Notes FIeld

    22 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  January 05, 2022

14. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    34 votes

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

    
    

    Sally Gillespie supported this idea  ·  January 05, 2022

15. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sally Gillespie commented  ·  January 05, 2022  ·  Edit…  ·  Delete…

    I would also like the ability to run a single report that shows security donations with gift value and net proceeds of security sales with the donor names. When stock gifts are paying a pledge and the donation value is less but the proceeds are more, it would helpful to have a consolidated report to be able to easily see who truly has a balance owed on their pledge and who's balance should be cancelled.

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

    31 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

    
    

    Sally Gillespie supported this idea  ·  October 26, 2021

17. Public Securities Donations To Multiple Funds

    29 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sally Gillespie commented  ·  September 30, 2021  ·  Edit…  ·  Delete…

    Desperately need this in order to establish a link between donors and all the funds they support. It is a common occurrence for our donors to make a lump sum gift by securities and allocate it across multiple funds.

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