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108 results found

  1. Fund Balance Check on Grant Posting

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susan Lotreck supported this idea  · 

  2. Fund Created Field - not a date stamp

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Susan Lotreck supported this idea  · 

  3. campaigns

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Susan Lotreck supported this idea  · 

  4. Data Visualization/Customizable Dashboards

    10 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck supported this idea  · 

  5. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck commented  · 

    This is one of the reasons we turned off the function allowing fund advisors the ability to change profile information in the FA portal. It would terrific to have this idea implemented so we could turn that back on.

    Susan Lotreck supported this idea  · 

  6. Allow Donor Addresses on Donations to be pulled for reports

    19 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck commented  · 

    This critical to our work!

    Susan Lotreck supported this idea  · 

  7. Custom Report: Add the field of Reduce Spendable to Voucher Fields.

    2 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck shared this idea  · 

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

    26 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck supported this idea  · 

  9. User Sign In: Always include "Forgot Password" link on login page

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susan Lotreck supported this idea  · 

  10. Optional Two-Factor Authentication for Fund Advisor Portal

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck shared this idea  · 

  11. Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Susan Lotreck shared this idea  · 

  12. Include Campaign in "Add Financial Filters"

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

    Susan Lotreck supported this idea  · 

  13. Multiple Advisors on one grant

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susan Lotreck supported this idea  · 

  14. Warning message if revenue share will push a fund underwater.

    29 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Susan Lotreck supported this idea  · 

  15. Rev Share Start Date

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Susan Lotreck supported this idea  · 

  16. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susan Lotreck supported this idea  · 

  17. Donor Report Vs Custom report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck supported this idea  · 

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

    75 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Susan Lotreck supported this idea  · 

  19. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    48 votes

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    6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck supported this idea  · 

  20. Donor/Fund Advisor Portal Donate Tab

    31 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck commented  · 

    This is critical. We just turned on the Donate Tab and we would like to invite agencies with many funds (custodial and agency designated funds). However - we are promoting a list of funds so it would have to be explained to donors they need to scroll to find the agency fund they want to donate to.

    Susan Lotreck supported this idea  · 
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