Settings and activity

197 results found

1. Profile Types & Permissions

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Michelle Schneider supported this idea  ·  January 18, 2023

2. Custom Field Type - number option

   20 votes

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

   
   

   An error occurred while saving the comment
   Michelle Schneider commented  ·  January 18, 2023  ·  Edit…  ·  Delete…

   Agreed, it would be very helpful to capture amounts as numeric so that we can use the aggregate options in reports on those fields.

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   Michelle Schneider supported this idea  ·  January 18, 2023

3. Keep Attached Files When Tributes Merge

   15 votes

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

   
   

   Michelle Schneider supported this idea  ·  January 05, 2023

4. Show Tribute Information on Fund Portal Without Having to Export

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  January 05, 2023

5. stripe donations

   13 votes

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

   
   

   Michelle Schneider supported this idea  ·  December 29, 2022

6. Create/View Installment Grants in Fund Advisor Portal

   8 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Moving this back to proposed.  We plan to update the status language in the Fund Advisor portal.  Multi installment lines can currently be viewed by clicking a grant id.  

   Michelle Schneider supported this idea  ·  November 01, 2022

7. Secure option to obtain ACH information

   141 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  October 28, 2022

8. checks: notification of approval

   37 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  October 18, 2022

9. Notification for Approval Requester

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  October 18, 2022

10. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  October 17, 2022

11. Report field to indicate if a grant is a multi-fund grant

    11 votes

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

    
    

    Michelle Schneider supported this idea  ·  October 17, 2022

12. 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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    Michelle Schneider supported this idea  ·  October 17, 2022

13. Event Ticket Receipt - Guest Information Fields

    22 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  September 23, 2022

14. Opportunity Pop Up Notification

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    22 votes

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

    
    

    Michelle Schneider supported this idea  ·  September 23, 2022

15. Make Opportunity Type Inactive

    24 votes

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

    
    

    Michelle Schneider supported this idea  ·  September 23, 2022

16. Color code outward facing fields

    54 votes

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

    
    

    Michelle Schneider supported this idea  ·  September 23, 2022

17. Add Invoice ID and Donation ID to Profile Payment Custom Report

    10 votes

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

    
    

    Michelle Schneider shared this idea  ·  September 21, 2022

18. ID # search

    31 votes

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

    
    

    Michelle Schneider supported this idea  ·  September 21, 2022

19. Add donation advisor field as an option in donation custom reports

    11 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

    
    

    Michelle Schneider supported this idea  ·  September 21, 2022

20. (Temporarily) Shut Down Fund Advisor Portal

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  September 08, 2022