Settings and activity

148 results found

1. Opportunity bulk import improvement

   35 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 8, 2025

2. Expand capability of "add note to CSuite" Outlook integration

   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 8, 2025

3. email - integration with Outlook

   84 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 8, 2025

4. Foundant for Outlook add-in: add date to note

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 7, 2025

5. Multiple Opportunity Beneficiaries

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 7, 2025

6. Allow Editing/Deleting the Automatic Pledge Adjustment

   21 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Susan Lotreck commented  ·  Dec 17, 2024  ·  Edit…  ·  Delete…

   We should be able to edit/delete a system generated pledge adjustment. Recently. a pledge payment was received. which exceeded the amount due on the pledge, I assumed the donation entry would apply the amount due to the linked pledge and the remainder would be applied to the fund 's contribution revenue account. Instead the system, created a permanent pledge adjustment which increased the the amount of the original pledge amount.

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   Susan Lotreck supported this idea  ·  Dec 17, 2024

7. pledge reminders - option to download to word

   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

   
   

   Susan Lotreck supported this idea  ·  Dec 17, 2024

8. Pledge Section/Table in the Fund Statement Template

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Dec 17, 2024

9. Pledge Reporting

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Dec 17, 2024

10. Edit a Pledge

    18 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Dec 17, 2024

11. pledge promise

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susan Lotreck supported this idea  ·  Dec 17, 2024

12. Financials: fund balance (show $0 balance funds)

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Dec 17, 2024

13. Bulk Edit - Payment schedule date and grant date

    30 votes

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

    
    

    Susan Lotreck supported this idea  ·  Dec 17, 2024

14. check void date

    35 votes

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

    
    

    Susan Lotreck supported this idea  ·  Dec 17, 2024

15. Change Grantee in Grant Request to internal fund

    58 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Susan Lotreck commented  ·  Dec 17, 2024  ·  Edit…  ·  Delete…

    Please implement!

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    Susan Lotreck supported this idea  ·  Dec 17, 2024

16. Formatting for "Amount" fields in all Content areas

    59 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susan Lotreck shared this idea  ·  Dec 16, 2024

17. default text in content

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Dec 16, 2024

18. Net proceeds total for stock donations

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susan Lotreck commented  ·  Dec 16, 2024  ·  Edit…  ·  Delete…

    This would save time! At this time we copy/paste into Excel to confirm the net total.

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    Susan Lotreck supported this idea  ·  Dec 16, 2024

19. Allow Nonprofit Address to be private in directory

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Dec 16, 2024

20. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susan Lotreck shared this idea  ·  Dec 16, 2024