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23 results found

  1. Send auto email to FA's with unsubmitted grants in cart

    33 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jenny Praytor supported this idea  · 

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

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  3. board portal

    202 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  4. Linking profiles to funds- multiple links at a time

    58 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jenny Praytor supported this idea  · 

  5. Combine credit card fees with the donation amount

    119 votes

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

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Jenny Praytor supported this idea  · 

  6. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  7. Recurring donation record with ACH as a Payment option

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Jenny Praytor supported this idea  · 

  8. Link one note to multiple profiles or funds

    47 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jenny Praytor supported this idea  · 

  9. Docusign Integration

    142 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jenny Praytor supported this idea  · 

  10. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jenny Praytor supported this idea  · 

  11. Change Fund Group at a Point in Time

    91 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Jenny Praytor supported this idea  · 

  12. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jenny Praytor supported this idea  · 

  13. Opportunity Tasks Notes Need to Show Up on the Fund

    36 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jenny Praytor supported this idea  · 

  14. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jenny Praytor supported this idea  · 

  15. Recurring Grant: Calendar End Date Option

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jenny Praytor supported this idea  · 

  16. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    44 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jenny Praytor supported this idea  · 

  17. ID # search

    42 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  18. notes by date

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jenny Praytor supported this idea  · 

  19. Request Status Name and Additional Options

    142 votes

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    Proposed Idea  ·  20 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Jenny Praytor supported this idea  · 

  20. Grant Letters - Need Ability to Customize Process & Edit Letters

    71 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jenny Praytor supported this idea  · 
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