Settings and activity

65 results found

1. Pledges with non-charitable portion

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   There is an option to create a ticket for a campaign that has a charitable/non-charitable split. This can be created as a receivable. Here is a link to the support hub article for more information: https://support.foundant.com/hc/en-us/articles/4404630141847-Event-Campaigns

   Wendy Ponting supported this idea  ·  Jan 16, 2025

2. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Dec 17, 2024

3. Formatting for "Amount" fields in all Content areas

   90 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Dec 17, 2024

4. pledges

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Wendy Ponting shared this idea  ·  Dec 11, 2024

5. Link opportunity to a pledge

   28 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Dec 11, 2024

6. birthday - option to not include year

   118 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

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

   39 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Oct 25, 2024

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

   269 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Oct 25, 2024

9. event income statement

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Wendy Ponting shared this idea  ·  Oct 18, 2024

10. 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

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

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Wendy Ponting supported this idea  ·  Jul 23, 2024

12. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Wendy Ponting supported this idea  ·  Jun 6, 2024

13. fund balance on fund history page

    31 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  May 21, 2024

14. Impact Investing: revenue share

    19 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Apr 5, 2024

15. Visual Presentations Using Charts (with GL data)

    19 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Mar 27, 2024

16. Multiple Advisors on one grant

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Mar 20, 2024

17. Add the ability to import custodial statements

    4 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Dec 26, 2023

18. Create New Fund Online and Edit Existing Fund Online

    5 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Dec 26, 2023

19. Ability to Build Custom Financial Statements in the Reports Section

    34 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Oct 24, 2023

20. 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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    Wendy Ponting supported this idea  ·  Oct 9, 2023