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18 results found

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

    14 votes

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

  2. Improve Functionality of Adding Profiles to a Campaign

    14 votes

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

  3. 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  · 

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

    33 votes

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

  5. 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  · 

  6. Household opportunities should show on Individual profiles

    58 votes

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

  7. FA Donation notifications should include tribute information

    72 votes

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

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

    32 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.

  9. Grant Notifications for Internal Grants

    52 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Matt Greer supported this idea  · 

  10. Combine credit card fees with the donation amount

    115 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  · 

  11. Change Fund Group at a Point in Time

    88 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  · 

  12. 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  · 

  13. investment strategy: option set a dollar amount

    18 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  · 

  14. One Log In Across Foundant Platforms

    217 votes

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

  15. pledge reminders - option to download to word

    15 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  · 

  16. 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  · 

  17. Multiple contacts for Organizations

    44 votes

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

  18. Balance Swap - Edit Amounts

    47 votes

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