Settings and activity

16 results found

1. Portal: ACH Option

   71 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Apr 29, 2025

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

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Sep 27, 2024

3. Improve Functionality of Adding Profiles to a Campaign

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   16 votes

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

4. Grant request notification for staff - can they be targeted based on steward designation?

   7 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Matt Greer commented  ·  Sep 26, 2024  ·  Edit…  ·  Delete…

   Fund Stewards should receive email notifications when a grant request is made for one of the funds they steward. Currently you must check the Grant module for any incoming requests or be set up as a fund advisor on the fund to receive notifications.

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   Matt Greer supported this idea  ·  Sep 26, 2024

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

   34 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Aug 7, 2024

6. Balance Swaps - Exclude Accounts

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Matt Greer shared this idea  ·  Aug 7, 2024

7. Household opportunities should show on Individual profiles

   62 votes

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   3 comments  ·  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

8. FA Donation notifications should include tribute information

   73 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Matt Greer supported this idea  ·  Apr 19, 2024

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

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   32 votes

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   9 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
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   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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10. Combine credit card fees with the donation amount

    117 votes

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    7 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

11. Change Fund Group at a Point in Time

    91 votes

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    8 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

12. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 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

13. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Matt Greer supported this idea  ·  May 4, 2022

14. salutation/mailing label auto fill

    24 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

15. Multiple contacts for Organizations

    45 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

16. Balance Swap - Edit Amounts

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Matt Greer supported this idea  ·  Mar 22, 2022