Settings and activity

84 results found

1. One Log In Across Foundant Platforms

   208 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Susan Lotreck commented  ·  Sep 19, 2023  ·  Edit…  ·  Delete…

   This would be a game changer for us!

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   Susan Lotreck supported this idea  ·  May 20, 2022

2. grant type guidestar

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Aug 31, 2023

3. Closed Funds should appear in Red in Relationships tab

   81 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Aug 3, 2023

4. edit voucher description

   16 votes

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   1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Susan Lotreck supported this idea  ·  Aug 1, 2023

5. Checks printing sort order

   29 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Aug 1, 2023

6. Fund statements - sort by fund advisor or fund

   30 votes

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

   
   

   Susan Lotreck supported this idea  ·  Aug 1, 2023

7. Fund Advisor Bulk Edits

   35 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck commented  ·  Aug 1, 2023  ·  Edit…  ·  Delete…

   Absolutely critically needed!

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   Susan Lotreck supported this idea  ·  Aug 27, 2022

8. Separate Unlink Fund Profile from Delete Profile Permission

   15 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  ·  Aug 1, 2023

9. Numbers Formatting

   18 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  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

   This would be tremendously helpful!

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   Susan Lotreck supported this idea  ·  Sep 26, 2022

10. Edit Profile Payments

    18 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  ·  Jul 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. and then have to reattach all the gift documentation file to each donation all over again. 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  ·  Jul 27, 2023

11. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jun 22, 2023

12. board portal

    167 votes

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

    
    

    Susan Lotreck supported this idea  ·  Jun 22, 2023

13. internal grant upload

    48 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 1, 2023  ·  Edit…  ·  Delete…

    This would be extremely helpful!

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    Susan Lotreck supported this idea  ·  May 1, 2023

14. 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  ·  Mar 20, 2023

15. 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  ·  Feb 2, 2023

16. Recurring Alerts on Home Menu

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    77 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 2, 2023

17. 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  ·  Feb 2, 2023

18. Keep Attached Files When Tributes Merge

    18 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  ·  Feb 2, 2023

19. Financial report fund filters

    21 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  ·  Jan 6, 2023

20. Column View for ALL financial reports

    24 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  ·  Nov 30, 2022