Settings and activity

15 results found

1. 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  ·  April 08, 2024

2. FA Donation notifications should include tribute information

   37 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Madison Mussell shared this idea  ·  March 25, 2024

3. Tribute Notification

   14 votes

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

   
   

   Madison Mussell supported this idea  ·  March 25, 2024

4. 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  ·  March 07, 2024

5. 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  ·  November 27, 2023

6. 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  ·  November 09, 2023

7. Household opportunities should show on Individual profiles

   43 votes

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

   
   

   Madison Mussell shared this idea  ·  October 30, 2023

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

   27 votes

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

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

   13 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Mussell commented  ·  June 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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   Madison Mussell supported this idea  ·  June 20, 2023

10. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Madison Mussell supported this idea  ·  June 20, 2023

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

    24 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

12. Spendable budget field on fund statement ability to show remaining spendable AND next year's budget on year-end statements

    16 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

    
    

    Madison Mussell shared this idea  ·  February 23, 2023

13. Advisor Portal - Option to view activity by year

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Madison Mussell shared this idea  ·  January 19, 2023

14. Tribute donations messages

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    30 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Madison Mussell supported this idea  ·  January 19, 2023

15. Recurring Donations Communication to Donors

    52 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Madison Mussell commented  ·  October 24, 2022  ·  Edit…  ·  Delete…

    Definitely critical. Currently we send manual notices with the details of the recurring gift, but if we were to have a large volume of them it would be a lot of extra work.

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    Madison Mussell supported this idea  ·  October 24, 2022