Settings and activity

78 results found

1. checks: notification of approval

   39 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Wendy Ponting supported this idea  ·  Nov 20, 2024

2. birthday - option to not include year

   90 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Oct 25, 2024

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

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Oct 25, 2024

4. Login As --Removes user's existing login

   47 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Oct 25, 2024

5. Closed Funds - Displaying Activity on the Portal

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Oct 25, 2024

6. event income statement

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Wendy Ponting shared this idea  ·  Oct 18, 2024

7. Grant Approval with Vouchers

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Oct 3, 2024

8. NACHA file can be downloaded before checks are posted

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Aug 12, 2024

9. Request Documents > Enable > Multiple file upload

   17 votes

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   2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Wendy Ponting supported this idea  ·  Aug 8, 2024

10. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Wendy Ponting supported this idea  ·  Jul 23, 2024

11. Fund Balance Check on Grant Posting

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    14 votes

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

    
    

    Wendy Ponting supported this idea  ·  Jul 16, 2024

12. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Wendy Ponting supported this idea  ·  Jun 26, 2024

13. Abiltiy to Include Advised donation dates in First Donation Date

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Jun 6, 2024

14. Ability to build custom dashboards

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    25 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Jun 6, 2024

15. include all data fields if record available for a report

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Jun 6, 2024

16. Create Custom report option for Loyal Donors

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Jun 6, 2024

17. Favorite Custom Reports

    45 votes

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

    
    

    Wendy Ponting supported this idea  ·  Jun 6, 2024

18. Data Visualization/Customizable Dashboards

    31 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Jun 6, 2024

19. Permission to Delete Others' Shared Reports

    32 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Jun 6, 2024

20. Campaign Ticket Guests

    5 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Jun 6, 2024