Settings and activity

46 results found

1. Opportunity should show on Fund Profile

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Oct 24, 2024

2. Automatic Emails for Opportunities using Stages as Triggers

   13 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Oct 24, 2024

3. Unique URLs to Easily Share Reports

   22 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Aug 2, 2024

4. grant type guidestar

   50 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jul 24, 2024

5. Files - Report when there is NOT a file attached (NULL)

   17 votes

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

   
   

   Jennifer Meckling supported this idea  ·  Apr 19, 2024

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

   116 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Mar 26, 2024

7. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 1, 2023

8. Scholarship Directory (Similar to Nonprofit Directory)

   74 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 1, 2023

9. Gift Adjustments: Requires Unreconciliation

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 1, 2023

10. Link one note to multiple profiles or funds

    48 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 14, 2023

11. Link Tasks to the Stages in Opportunities

    33 votes

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

    
    

    Jennifer Meckling supported this idea  ·  Jul 18, 2023

12. Opportunity Task Workflow

    51 votes

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

    
    

    Jennifer Meckling supported this idea  ·  Jul 18, 2023

13. Combine credit card fees with the donation amount

    120 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

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Jennifer Meckling supported this idea  ·  Jul 18, 2023

14. One Log In Across Foundant Platforms

    226 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Apr 11, 2023

15. Indicate required fields with an asterisk

    100 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Apr 11, 2023

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

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Mar 10, 2023

17. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Dec 29, 2022

18. Change Fund Group at a Point in Time

    94 votes

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

    
    

    Jennifer Meckling supported this idea  ·  Dec 29, 2022

19. Custom Additional Fields for Tickets in Event Campaigns

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 17, 2022

20. Bulk Edit - Payment schedule date and grant date

    31 votes

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    6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  Oct 6, 2022