Settings and activity

51 results found

1. Primary Contact Field in Reports

   25 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Mar 18, 2024

2. Campaigns Without Tickets for Online Donations

   96 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Mar 18, 2024

3. Create ability to attach files to a note

   95 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Tiffany Peterson supported this idea  ·  Mar 18, 2024

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

   107 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

5. 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

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

   25 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

7. Don't notify advisor any grant adjustments

   42 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

8. 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

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

   26 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

10. 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

    
    

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    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

11. Fund statements: Need school name in Grantee section

    148 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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

12. Closed Funds should appear in Red in Relationships tab

    83 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Aug 14, 2023

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

    21 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

14. board portal

    187 votes

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    10 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

15. bank investments integration

    21 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

16. Direct Excel Export of Reconciliation

    9 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

17. Bank reconciliation: confusion with ref & check # columns

    5 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

18. Bank Reconciliation with Outstanding Items List

    35 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Tiffany Peterson supported this idea  ·  May 17, 2023

19. For bulk year-end print receipts, print them in order of the report, not random order

    16 votes

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

    
    

    Tiffany Peterson supported this idea  ·  May 16, 2023

20. Grant Approver: Easier way to create new approver

    30 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  May 12, 2023