Settings and activity

19 results found

1. 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

   
   

   Cathy Lippard supported this idea  ·  Sep 20, 2023

2. 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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   Cathy Lippard supported this idea  ·  Aug 18, 2023

3. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   36 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

   141 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Cathy Lippard supported this idea  ·  Dec 15, 2022

5. 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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   Cathy Lippard supported this idea  ·  Dec 12, 2022

6. 990 tax class

   35 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

7. Distribution Audit Details - Make available prior to posting

   12 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

8. 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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   Cathy Lippard supported this idea  ·  May 16, 2022

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

   25 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Cathy Lippard supported this idea  ·  May 16, 2022

10. Color code outward facing fields

    54 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

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

    79 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

12. 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

    
    

    Cathy Lippard supported this idea  ·  Apr 11, 2022

13. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Cathy Lippard supported this idea  ·  Apr 11, 2022

14. One Log In Across Foundant Platforms

    192 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

15. Short Name: Searchable in many search fields

    14 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

16. Enable Custom Account Types

    32 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

17. voucher grants

    21 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

18. Bank reconcile - approvals and log

    114 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Cathy Lippard supported this idea  ·  Aug 16, 2021

19. File Organization in Donor Portal

    97 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

    
    

    Cathy Lippard supported this idea  ·  Jul 16, 2021