Settings and activity

21 results found

1. Recognition Name Not Shown on the Fund Portal

   34 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Apr 19, 2024

2. Household opportunities should show on Individual profiles

   42 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

   
   

   Matt Greer supported this idea  ·  Apr 19, 2024

3. FA Donation notifications should include tribute information

   31 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Apr 19, 2024

4. Link fund to another fund

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Mar 27, 2024

5. Fund Statements

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Mar 27, 2024

6. Distributions - do not create transactions on $0.00 calculated amounts

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Mar 27, 2024

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

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   12 votes

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

   
   

   Matt Greer supported this idea  ·  Feb 9, 2024
   An error occurred while saving the comment
   Matt Greer commented  ·  Feb 9, 2024  ·  Edit…  ·  Delete…

   Include a number for the Tribute bucket showing there are tributes that need to be notified. It is easy to overlook this when the Receipt bucket has numbers but Tribute doesn't.

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8. 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

   
   

   Matt Greer supported this idea  ·  Feb 9, 2024

9. Tribute "Bucket" notification

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   6 votes

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   1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   What about a Tribute Notify custom report.  You could filter to "needs notification" and set it to auto email weekly or monthly?  

   Matt Greer supported this idea  ·  Feb 9, 2024

10. Grant Notifications for Internal Grants

    36 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Matt Greer supported this idea  ·  May 24, 2023

11. Combine credit card fees with the donation amount

    104 votes

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

    
    

    Matt Greer supported this idea  ·  Feb 23, 2023

12. Change Fund Group at a Point in Time

    84 votes

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

    
    

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    Matt Greer commented  ·  Nov 1, 2022  ·  Edit…  ·  Delete…

    This not only affects the history of the fund but also affects the administrative fees and the spending policy.

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    Matt Greer supported this idea  ·  Apr 14, 2022

13. Recurring Grants- Voucher Date

    15 votes

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

    
    

    Matt Greer supported this idea  ·  Oct 25, 2022

14. investment strategy: option set a dollar amount

    14 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Matt Greer commented  ·  May 6, 2022  ·  Edit…  ·  Delete…

    This would be very beneficial to our organization.

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    Matt Greer supported this idea  ·  May 6, 2022

15. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Matt Greer supported this idea  ·  May 4, 2022

16. Recent Donations

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Matt Greer shared this idea  ·  May 3, 2022

17. pledge reminders - option to download to word

    12 votes

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

    
    

    Matt Greer supported this idea  ·  Apr 26, 2022

18. salutation/mailing label auto fill

    18 votes

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

    
    

    Matt Greer supported this idea  ·  Apr 19, 2022

19. Multiple contacts for Organizations

    39 votes

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

    
    

    Matt Greer supported this idea  ·  Mar 22, 2022

20. Tax Receipt Templates - First name field for salutation

    17 votes

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

    
    

    Matt Greer supported this idea  ·  Mar 22, 2022