Settings and activity

84 results found

1. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Michele McKinney shared this idea  ·  Aug 1, 2024

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

   33 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Michele McKinney shared this idea  ·  Apr 8, 2024

3. Prevent Duplicate Fund Short Names

   13 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

4. date format

   6 votes

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

5. Flag Duplicate Addresses

   20 votes

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

6. Add multiple payment types and banking information to profiles

   17 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

7. Recognize soft credits on donor profiles

   30 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

8. Create ability to attach files to a note

   89 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   63 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

    90 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

    102 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.

    31 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. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 8, 2024

14. new checks - total for all checks and each batch

    27 votes

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

    
    

    Michele McKinney supported this idea  ·  Mar 8, 2024

15. Next Check Number Used Process

    11 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

16. General Ledger Alert notifications

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Michele McKinney shared this idea  ·  Mar 8, 2024

17. Pay Email Address for EFT Grant Notifications

    52 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    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

18. Bring back counts in Fund Statement generation

    • 

    13 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

19. Ability to edit Vendor "Terms" for Vouchers

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Jan 12, 2024

20. 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

    
    

    Michele McKinney supported this idea  ·  Aug 23, 2023