Settings and activity

213 results found

1. Add Report Name, Number, and Details on Export

   8 votes

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

   
   

   Michelle Schneider supported this idea  ·  Apr 12, 2024

2. Multiple Email Options for Communications

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Apr 12, 2024

3. Changes to Approvers (Grants / Vouchers) Recorded in Fund Log

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Apr 12, 2024

4. Grant Approver: Easier way to create new approver

   29 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Apr 12, 2024

5. delete donation record

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Apr 3, 2024

6. Profile Type descriptions

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Apr 3, 2024

7. Please mark Memorial Tribute profiles created by System as "Deceased, do not mail"

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Apr 3, 2024

8. Tributes sent - should be in the logs for the profile receiving the notification

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Apr 3, 2024

9. 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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   Michelle Schneider supported this idea  ·  Apr 3, 2024
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   Michelle Schneider commented  ·  Apr 3, 2024  ·  Edit…  ·  Delete…

   It would be helpful to include the tribute name in the email that is sent to a Fund Advisor when a donation is made to their fund.

   Specifically, we would like to see the same information that is listed in the cart on the donation portal. When someone makes a donation and includes tribute details, in the cart, you show the following information:

   "Donation to fund :: (fund name)
   Tribute: In Memory/Honor of (tribute name) / Notify: (notify name)"

   This would ease a great deal of the processing we currently do to provide this tribute information to fund advisors.

   Save Submitting...

10. Can Phone Types Match Email Types?

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider shared this idea  ·  Feb 7, 2024

11. Be able to update RSVPs in bulk

    25 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Feb 7, 2024  ·  Edit…  ·  Delete…

    Agree with the struggle that Stan expressed. Also think this pairs nicely with the idea of not requiring an invoice to "sell" a free ticket in the backend -
    https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47318660-do-not-require-an-invoice-to-sell-a-0-00-free-t

    Save Submitting...
    Michelle Schneider supported this idea  ·  Feb 7, 2024

12. Change GL Code on AP Voucher

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 7, 2024

13. grant catalog - do not require all fields

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 7, 2024

14. 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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    Michelle Schneider supported this idea  ·  Feb 7, 2024

15. Viewing vouchers under a vendor

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 7, 2024

16. Organization's name in event ticket

    40 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 7, 2024

17. Manipulation of Fields in Fund Statements

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 7, 2024

18. Manual entries - Admin Fees, Distributions, Journal Entries

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 7, 2024

19. profile type - display in main profile area

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 7, 2024

20. Tickets without Guest Information

    11 votes

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

    
    

    Michelle Schneider supported this idea  ·  Jan 31, 2024