Settings and activity

19 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

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

   31 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

4. board portal

   205 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

5. bank investments integration

   24 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

6. Grant Approver: Easier way to create new approver

   34 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

7. Admin Fee Edit

   37 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

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

   34 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

9. Multifund Invoices

   25 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

10. 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.

    Tiffany Peterson supported this idea  ·  Feb 17, 2023

11. 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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    Tiffany Peterson supported this idea  ·  Feb 17, 2023

12. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Feb 1, 2023

13. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Feb 1, 2023

14. Admin Fee Report/Audit Support

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Tiffany Peterson supported this idea  ·  Jan 24, 2023

15. Display default payment type when entering grant

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    19 votes

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

    
    

    Tiffany Peterson supported this idea  ·  Dec 15, 2022

16. Bulk Edit - Payment schedule date and grant date

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    85 votes

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

    
    

    An error occurred while saving the comment
    Tiffany Peterson commented  ·  Jul 21, 2022  ·  Edit…  ·  Delete…

    This would help us tremendously as well. Include the Voucher date with the Bulk Edit dates. We continuously have issues with Voucher date editing along with these other date items. Great suggestion!!

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    Tiffany Peterson supported this idea  ·  Jul 21, 2022

17. Change Fund Group at a Point in Time

    97 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

    
    

    Tiffany Peterson supported this idea  ·  Jun 6, 2022

18. Distribution Audit Details - Make available prior to posting

    15 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 shared this idea  ·  May 31, 2022

19. Color code outward facing fields

    61 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

    
    

    Tiffany Peterson supported this idea  ·  May 16, 2022