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27 results found

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

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Ciara Stahly supported this idea  · 

  2. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Ciara Stahly supported this idea  · 

  3. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  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.

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    Ciara Stahly commented  · 

    We had this problem, so we created a Credit Card Fee Fund so the CC fee isn’t attributed to the actual fund.

  4. Select Share Document [Yes/No] when uploading a file

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Ciara Stahly supported this idea  · 

  5. Add custom columns feature to the Request History page

    26 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Ciara Stahly supported this idea  · 

  6. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Ciara Stahly supported this idea  · 

  7. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Ciara Stahly supported this idea  · 
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