Settings and activity

61 results found

1. Why do the profile links not allow a drill down like Org Roles?

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney shared this idea  ·  Mar 10, 2025

2. 1099 - Add Mailing Address to Report

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Feb 17, 2025

3. portal access: details on pages that profiles are viewing

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele McKinney shared this idea  ·  Aug 1, 2024

4. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   38 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Michele McKinney shared this idea  ·  Apr 8, 2024

5. Prevent Duplicate Fund Short Names

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

6. Flag Duplicate Addresses

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

7. Add multiple payment types and banking information to profiles

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

8. Recognize soft credits on donor profiles

   37 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   65 votes

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

   
   

   Michele McKinney supported this idea  ·  Mar 11, 2024

10. birthday - option to not include year

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 11, 2024

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

    111 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 11, 2024

12. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

13. Next Check Number Used Process

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

14. Pay Email Address for EFT Grant Notifications

    66 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Michele McKinney commented  ·  Feb 22, 2024  ·  Edit…  ·  Delete…

    Just had another client request this today, that they need two other staff to be aware of incoming electronic payments.

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    Michele McKinney commented  ·  Jan 12, 2024  ·  Edit…  ·  Delete…

    Even if you would just allow more than one toggle on the Pay Email section, you can only have one. I've had multiple vendors/grantees that wanted payment notification sent to more than one email address. If you are doing a mass email you don't have the time to go in one by one to select the CC option.

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    Michele McKinney supported this idea  ·  Jan 12, 2024

15. Bring back counts in Fund Statement generation

    • 

    14 votes

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

    
    

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    Michele McKinney commented  ·  Jan 25, 2024  ·  Edit…  ·  Delete…

    What are the chances of this being done?

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    Michele McKinney commented  ·  Aug 23, 2023  ·  Edit…  ·  Delete…

    Please add these two together, votes would be 26 on this specific item. There are 11 on this entry and 15 on the below entry.

    Fund Statement processing - (want counts back on main screen) and need ability to choose two criteria when selecting funds

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    Michele McKinney shared this idea  ·  Apr 28, 2023

16. edit voucher description

    20 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

    
    

    Michele McKinney supported this idea  ·  Aug 23, 2023

17. display future year's spendable amount on fund statement

    34 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Aug 23, 2023

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

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Aug 23, 2023

19. Fund statements: Need school name in Grantee section

    154 votes

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    21 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Michele McKinney supported this idea  ·  Aug 23, 2023

20. Combine credit card fees with the donation amount

    117 votes

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

    
    

    Michele McKinney supported this idea  ·  Aug 23, 2023