Settings and activity

35 results found

1. Primary Contact Field in Reports

   36 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Mar 18, 2024

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

   111 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Mar 18, 2024

3. Favorite Custom Reports

   49 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Tiffany Peterson supported this idea  ·  Jan 11, 2024

4. Do Not Allow Admin Fee to make a Fund Balance Negative

   30 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

   
   

   Tiffany Peterson supported this idea  ·  Dec 6, 2023

5. Don't notify advisor any grant adjustments

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Dec 4, 2023

6. 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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   Tiffany Peterson supported this idea  ·  Dec 4, 2023

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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   Tiffany Peterson supported this idea  ·  Dec 4, 2023

8. percentage of gift to spendable

   30 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

   
   

   An error occurred while saving the comment
   Tiffany Peterson commented  ·  Oct 4, 2023  ·  Edit…  ·  Delete…

   Yes, we have to enter two donations from one donor in order to have a portion go to their spendable balance. Would truly appreciate the ability to split a single gift to the two different equities.

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   Tiffany Peterson supported this idea  ·  Oct 4, 2023

9. Fund statements: Need school name in Grantee section

   154 votes

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   21 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

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   Tiffany Peterson commented  ·  Aug 23, 2023  ·  Edit…  ·  Delete…

   At the least, if possible, include the school/grantee merge fields to the templates so we can integrate the school instead of or in addition to the student name.

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   Tiffany Peterson supported this idea  ·  Aug 23, 2023

10. Ability to Build Custom Financial Statements in the Reports Section

    26 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Jun 2, 2023

11. board portal

    200 votes

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

    
    

    Tiffany Peterson supported this idea  ·  May 23, 2023

12. bank investments integration

    22 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  May 17, 2023

13. Grant Approver: Easier way to create new approver

    33 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  May 12, 2023

14. Grant Letters - Need Ability to Customize Process & Edit Letters

    69 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  May 11, 2023

15. Admin Fee Edit

    35 votes

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

    
    

    Tiffany Peterson supported this idea  ·  May 10, 2023

16. 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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    Tiffany Peterson supported this idea  ·  May 5, 2023

17. Multifund Invoices

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Apr 24, 2023

18. Combine credit card fees with the donation amount

    117 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

    
    

    Tiffany Peterson supported this idea  ·  Feb 17, 2023

19. Financial report fund filters

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Feb 17, 2023

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

    58 votes

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

    
    

    Tiffany Peterson supported this idea  ·  Feb 17, 2023