Settings and activity

13 results found

1. Preferred Contact Profile Field

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   28 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

   
   

   Madison Mussell supported this idea  ·  Jun 27, 2024

2. Adding an Indicator Flag to Note the Date of Last Review

   5 votes

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

   This is a great use case for a custom field!

   Madison Mussell supported this idea  ·  Jun 6, 2024

3. Grant Letter emails should be included in an organization's email history!

   14 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Mussell supported this idea  ·  May 6, 2024
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   Madison Mussell commented  ·  Jun 20, 2023  ·  Edit…  ·  Delete…

   Super important, as it's hard to tell if letters were actually delivered after processing (especially if an organization says they didn't receive it!)

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4. specify expense account when importing grants

   7 votes

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Madison Mussell shared this idea  ·  Apr 8, 2024

5. FA Donation notifications should include tribute information

   65 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madison Mussell shared this idea  ·  Mar 25, 2024

6. Tribute bucket shows number of tributes needing to be sent in parentheses

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   30 votes

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

   
   

   Madison Mussell supported this idea  ·  Mar 25, 2024

7. Add a receipt interval to the recurring donation setup

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Madison Mussell supported this idea  ·  Mar 7, 2024

8. Bulk editing grant date & payment schedule

   1 vote

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   0 comments  ·  Nonprofit Solutions Idea Lab » Grant Management  ·  Edit…  ·  Delete…  ·  Admin →
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   Madison Mussell shared this idea  ·  Nov 27, 2023

9. All filters for all custom reports

   3 votes

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   0 comments  ·  Nonprofit Solutions Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Madison Mussell shared this idea  ·  Nov 9, 2023

10. Household opportunities should show on Individual profiles

    56 votes

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

    
    

    Madison Mussell shared this idea  ·  Oct 30, 2023

11. Option for household changes to populate individual profiles linked to household

    29 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Mussell supported this idea  ·  Oct 30, 2023

12. 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

    
    

    Madison Mussell supported this idea  ·  May 16, 2023

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

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Madison Mussell supported this idea  ·  Feb 23, 2023
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    Madison Mussell commented  ·  Feb 23, 2023  ·  Edit…  ·  Delete…

    It would be helpful if year-end/Q4 statements had a field to show the new spendable balance for the following year, along with the existing field showing the remainder of the spendable balance as of the statement end date.

    Example, Q4 statement could show spendable balance as $100 remaining at December 31, 2022, and new spendable balance calculation of $2,000 for 2023 as of January 1.

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