Settings and activity

104 results found

1. Statement Type Option for No Statements

   25 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Dec 1, 2023

2. 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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   Julie supported this idea  ·  Oct 27, 2023

3. grant notification to grantees - have two default emails

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 27, 2023

4. Email receipt

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 23, 2023

5. 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.

   Julie supported this idea  ·  Aug 23, 2023

6. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 14, 2023

7. Multiple contacts for Organizations

   45 votes

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

   
   

   Julie supported this idea  ·  Jul 17, 2023

8. Custom Reports: Opportunity Tasks & Notes

   95 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jul 10, 2023

9. chat box

   24 votes

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

   
   

   Julie supported this idea  ·  Jun 15, 2023

10. Pronoun field on donation forms

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie supported this idea  ·  Jun 9, 2023

11. payment date

    27 votes

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    4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Julie commented  ·  Jun 2, 2023  ·  Edit…  ·  Delete…

    The field that is currently labeled "Payment Date" should be Voucher Date and the Field labeled "Check Date" should be relabeled as "Payment Date"

    Check doesn't make sense when payments are done electronically.

    Save Submitting...
    Julie supported this idea  ·  Jun 2, 2023

12. Recurring gift receipts

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  May 30, 2023

13. new profile

    30 votes

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

    
    

    Julie supported this idea  ·  May 24, 2023

14. Opportunity Task Workflow

    50 votes

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

    
    

    Julie supported this idea  ·  May 24, 2023

15. Allow editing a custom report name, description or sharing without having to save as a different report

    27 votes

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

    
    

    Julie supported this idea  ·  May 12, 2023

16. Profile changes (ex: name, address) should not update historical information.

    55 votes

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

    
    

    Julie supported this idea  ·  May 11, 2023

17. New hire training videos that I could assign upon hire

    23 votes

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

    
    

    Julie supported this idea  ·  Apr 4, 2023

18. Add Permission to View ACH Details in Profiles

    40 votes

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

    
    

    Julie supported this idea  ·  Mar 21, 2023

19. Display default payment type when entering grant

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    19 votes

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

    
    

    Julie supported this idea  ·  Mar 21, 2023

20. Increase character count in grant description field

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 9, 2023