Settings and activity

15 results found

1. Closed Funds - Displaying Activity on the Portal

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Cathy Lippard commented  ·  Oct 10, 2024  ·  Edit…  ·  Delete…

   Please consider implementing this. We recently transitioned several supporting org funds into nonprofit endowments. The funds we closed have history going back decades in some situations. We no longer have the legal burden of servicing the supporting orgs, but this situation creates another type of burden.

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   Cathy Lippard supported this idea  ·  Oct 10, 2024

2. 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

   
   

   Cathy Lippard supported this idea  ·  Sep 20, 2023

3. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Cathy Lippard supported this idea  ·  Feb 1, 2023

4. Secure option to obtain ACH information

   176 votes

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   Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Cathy Lippard supported this idea  ·  Dec 15, 2022

5. 990 tax class

   37 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Cathy Lippard supported this idea  ·  Jul 26, 2022

6. Distribution Audit Details - Make available prior to posting

   13 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

   
   

   Cathy Lippard supported this idea  ·  May 31, 2022

7. Financials: fund balance (show $0 balance funds)

   27 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Cathy Lippard supported this idea  ·  May 16, 2022

8. Color code outward facing fields

   57 votes

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

   
   

   Cathy Lippard shared this idea  ·  May 16, 2022

9. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

   81 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Cathy Lippard supported this idea  ·  Apr 11, 2022

10. Change Fund Group at a Point in Time

    86 votes

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

    
    

    Cathy Lippard supported this idea  ·  Apr 11, 2022

11. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Cathy Lippard supported this idea  ·  Apr 11, 2022

12. Short Name: Searchable in many search fields

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Cathy Lippard supported this idea  ·  Apr 7, 2022

13. Enable Custom Account Types

    34 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

    
    

    Cathy Lippard supported this idea  ·  Apr 7, 2022

14. voucher grants

    23 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

    
    

    Cathy Lippard supported this idea  ·  Dec 27, 2021

15. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Cathy Lippard supported this idea  ·  Aug 16, 2021