Settings and activity

20 results found

1. Allow notes to be added to closed funds

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

2. Allow Editing/Deleting the Automatic Pledge Adjustment

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

3. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

4. Statement Type Option for No Statements

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

5. Capitalization

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

6. Create custom view or add columns to donation bucket list

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

7. GLM/SLM changes syncing with csuite profiles

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

8. Add conditional logic to custom fields

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

9. Email Tax Receipt Preview

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sandra Peterson supported this idea  ·  Apr 23, 2024

10. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Sandra Peterson supported this idea  ·  Apr 23, 2024

11. Data Visualization/Customizable Dashboards

    31 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sandra Peterson supported this idea  ·  Apr 23, 2024

12. Envelope Printing Incorrectly for DAF Donations

    40 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sandra Peterson supported this idea  ·  Apr 23, 2024

13. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sandra Peterson supported this idea  ·  Apr 23, 2024

14. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Sandra Peterson supported this idea  ·  Apr 23, 2024

15. 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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    Sandra Peterson supported this idea  ·  Apr 23, 2024

16. 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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    Sandra Peterson supported this idea  ·  Apr 23, 2024

17. percentage of gift to spendable

    30 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

    
    

    Sandra Peterson supported this idea  ·  Jan 23, 2024

18. Search by check number

    24 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

    
    

    Sandra Peterson supported this idea  ·  Jan 23, 2024

19. Ability to build custom dashboards

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    25 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sandra Peterson supported this idea  ·  Jan 23, 2024

20. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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.

    Sandra Peterson supported this idea  ·  Sep 21, 2023