Settings and activity

108 results found

1. Separate Unlink Fund Profile from Delete Profile Permission

   12 votes

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

   
   

   Susan Lotreck supported this idea  ·  August 01, 2023

2. Numbers Formatting

   17 votes

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

   
   

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   Susan Lotreck commented  ·  July 27, 2023  ·  Edit…  ·  Delete…

   This would be tremendously helpful!

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   Susan Lotreck supported this idea  ·  September 26, 2022

3. Edit Profile Payments

   15 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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   Susan Lotreck commented  ·  July 27, 2023  ·  Edit…  ·  Delete…

   ABSOLUTELY NECESSARY! It is a painful process to go through all that work with multiple donations for a profile payment and then have to delete all of it is an error was made with total amount etc. I am surprised CSuite doesn't pop an error message when the total of donations entered does not equal the Open balance amount entered originally.

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   Susan Lotreck supported this idea  ·  July 27, 2023

4. Bank reconcile - approvals and log

   114 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  June 22, 2023

5. board portal

   160 votes

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   7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Susan Lotreck supported this idea  ·  June 22, 2023

6. internal grant upload

   47 votes

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

   
   

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   Susan Lotreck commented  ·  May 01, 2023  ·  Edit…  ·  Delete…

   This would be extremely helpful!

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   Susan Lotreck supported this idea  ·  May 01, 2023

7. 990 Report - Option to filter to DAF

   14 votes

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

   
   

   Susan Lotreck supported this idea  ·  March 20, 2023

8. fund statement Advisor Name

   30 votes

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

   
   

   Susan Lotreck supported this idea  ·  February 15, 2023

9. Filter by TOTAL Donations in Donor Report

   22 votes

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

   
   

   Susan Lotreck supported this idea  ·  February 02, 2023

10. Would be great to have some visual indication on the home page that there are things to look at in our various buckets.

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    35 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  February 02, 2023

11. 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

    
    

    Susan Lotreck supported this idea  ·  February 02, 2023

12. Keep Attached Files When Tributes Merge

    15 votes

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

    
    

    Susan Lotreck supported this idea  ·  February 02, 2023

13. Add Invoice ID and Donation ID to Profile Payment Custom Report

    10 votes

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

    
    

    Susan Lotreck supported this idea  ·  January 19, 2023

14. Financial report fund filters

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  January 06, 2023

15. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  November 30, 2022

16. Column View for ALL financial reports

    21 votes

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

    
    

    Susan Lotreck supported this idea  ·  November 30, 2022

17. Available to Grant in Fund Advisor Portal Should Not Show a Negative Number

    4 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  November 08, 2022

18. profile search

    19 votes

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

    
    

    Susan Lotreck supported this idea  ·  November 08, 2022

19. If Then logic custom reports

    17 votes

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

    
    

    Susan Lotreck supported this idea  ·  November 08, 2022

20. Custom Field Type - number option

    20 votes

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

    
    

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    Susan Lotreck commented  ·  October 02, 2022  ·  Edit…  ·  Delete…

    We capture Establishing Gift Amount when creating a fund. It is critical to have the option to select custom field type = number/amount.

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    Susan Lotreck supported this idea  ·  October 02, 2022