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16 results found

  1. Only open funds in FUNDS search bar

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Matt Greer supported this idea  · 

  2. Merge Funds

    8 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Matt Greer commented  · 

    We run into this issue all the time. It would be great if you could change the fund group at a specific date and not have to make all the journal entries and money movements associated with setting up a new fund.

    Matt Greer supported this idea  · 

  3. Portal: ACH Option

    119 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Matt Greer supported this idea  · 

  4. Dedupe by address and also by "similar" name.

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Matt Greer supported this idea  · 

  5. Improve Functionality of Adding Profiles to a Campaign

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Matt Greer supported this idea  · 

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

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Matt Greer supported this idea  · 

  7. Balance Swaps - Exclude Accounts

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Matt Greer shared this idea  · 

  8. Household opportunities should show on Individual profiles

    64 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Matt Greer supported this idea  · 

  9. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Matt Greer supported this idea  · 

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

    34 votes

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    10 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Matt Greer supported this idea  · 
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    Matt Greer commented  · 

    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.

  11. Combine credit card fees with the donation amount

    120 votes

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

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Matt Greer supported this idea  · 

  12. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Matt Greer commented  · 

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

    Matt Greer supported this idea  · 

  13. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Matt Greer commented  · 

    This would be very beneficial to our organization.

    Matt Greer supported this idea  · 

  14. One Log In Across Foundant Platforms

    227 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Matt Greer supported this idea  · 

  15. Multiple contacts for Organizations

    45 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Matt Greer supported this idea  · 

  16. Balance Swap - Edit Amounts

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Matt Greer supported this idea  ·