Settings and activity

44 results found

1. Admin Fee Report

   21 votes

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

   
   

   Bryant Phillips supported this idea  ·  Feb 28, 2024

2. Admin Fees - add qtr detail to support

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Feb 28, 2024

3. Wealth search third party software to integrate with CSuite

   12 votes

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

   
   

   Bryant Phillips supported this idea  ·  Feb 20, 2024

4. Rename Unsubmitted Grant Requests to Grant Cart

   37 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips commented  ·  Jan 25, 2024  ·  Edit…  ·  Delete…

   Agree with other comments here regarding a popup to alert fund advisors and/or an email alert notification to advisors. It's currently a manual task for us also to check unsubmitted grants weekly and reach out to advisors on whether they wanted to submit a grant. They often think it was already submitted.

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   Bryant Phillips supported this idea  ·  Jan 24, 2024

5. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Dec 12, 2023

6. Be able to update RSVPs in bulk

   23 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Dec 12, 2023

7. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

   60 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Dec 12, 2023

8. Closed Funds should appear in Red in Relationships tab

   75 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Dec 12, 2023

9. Campaigns Without Tickets for Online Donations

   77 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Dec 12, 2023

10. Refunds

    13 votes

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    4 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Bryant Phillips supported this idea  ·  Sep 20, 2023

11. Include Custom Fields in "Add Financial Filter".

    42 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Sep 19, 2023

12. Fund statements

    129 votes

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    Proposed Idea  ·  15 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Sep 19, 2023

13. Viewing all notes for a Household profile and any members

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Bryant Phillips shared this idea  ·  Jun 29, 2023

14. Merge profile should not lose Steward or Engagement Strategy from the older profile

    16 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

    
    

    Bryant Phillips supported this idea  ·  Jun 9, 2023

15. Profile Merge should include all fields

    81 votes

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

    
    

    Bryant Phillips supported this idea  ·  Jun 9, 2023

16. Fund Advisor Portal page title shows /erp/fundmanager in browser

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Bryant Phillips shared this idea  ·  May 31, 2023

17. Bulk Update Address - Do Not Mail

    22 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  May 17, 2023

18. Grant request notification for staff - add more data to email

    25 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

    
    

    Bryant Phillips supported this idea  ·  Apr 11, 2023

19. Bulk update grant approver

    15 votes

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    3 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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    Bryant Phillips commented  ·  Mar 15, 2023  ·  Edit…  ·  Delete…

    It would help if we could filter funds to assign grant approvers in bulk instead of manually assigning approvers for each fund.

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    Bryant Phillips supported this idea  ·  Mar 15, 2023

20. 990 tax class

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 8, 2023