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20 results found

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

    10 votes

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

  2. Allow users to have their own personal dashboard that tracks stats relevant to their role.

    4 votes

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

    The following was released on 8/8/2024:

    Site: Updated the Home page to have a personalized Dashboard or landing page. This option can be accessed by going to "Me" information where a new "Dashboard" option has been added to the left-hand menu. This will prompt you to edit your dashboard if no charts have been selected. Users can select from the list of dashboards available from: Donations, Events, Funds, Grants, Opportunity, Profile, Scholarship, and Vouchers. Dashboards can be organized in Rows and users will move items between rows by dragging the chart name. Row can be removed using the delete button to the right of each row and rows can be added by using the add row button at the top of the table.

    Users can choose to make the dashboard their landing page for a more customized start to their CSuite experience by selecting the Set As Landing Page left…

    Matt Greer supported this idea  · 

  3. Improve Functionality of Adding Profiles to a Campaign

    11 votes

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

  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  ·  Admin →
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    Matt Greer commented  · 

    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.

    Matt Greer supported this idea  · 

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

    26 votes

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

  6. Balance Swaps - Exclude Accounts

    1 vote

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

  7. Household opportunities should show on Individual profiles

    56 votes

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

  8. FA Donation notifications should include tribute information

    65 votes

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

  9. 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  ·  Admin →
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    Matt Greer supported this idea  · 

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

    30 votes

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    9 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. Grant Notifications for Internal Grants

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Matt Greer supported this idea  · 

  12. Combine credit card fees with the donation amount

    112 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Matt Greer supported this idea  · 

  13. Change Fund Group at a Point in Time

    86 votes

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    8 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  · 

  14. Recurring Grants- Voucher Date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Matt Greer supported this idea  · 

  15. investment strategy: option set a dollar amount

    17 votes

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    Under Consideration  ·  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  · 

  16. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Matt Greer supported this idea  · 

  17. pledge reminders - option to download to word

    13 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Matt Greer supported this idea  · 

  18. salutation/mailing label auto fill

    23 votes

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

  19. Multiple contacts for Organizations

    43 votes

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

  20. Balance Swap - Edit Amounts

    43 votes

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