Settings and activity

32 results found

1. Campaign Credit card fees

   21 votes

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

   
   

   Sarah Knoch supported this idea  ·  April 18, 2024

2. Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  April 18, 2024

3. Financial View - Mix of Revenue & Expense

   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sarah Knoch supported this idea  ·  April 18, 2024

4. Financial view comparison of two different years

   21 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  April 18, 2024

5. Financial Package

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  April 18, 2024

6. stock gift entry - import, update description and entry order

   108 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  March 19, 2024

7. Provide a review screen before Public Security Sale posts

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  March 19, 2024

8. pledge reminders - option to download to word

   12 votes

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   4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sarah Knoch supported this idea  ·  March 19, 2024

9. When indicating 'Promise' in the Pledge/Promise record, do not require 'First Payment Date'

   7 votes

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   0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sarah Knoch supported this idea  ·  March 19, 2024

10. Allow Editing/Deleting the Automatic Pledge Adjustment

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  March 19, 2024

11. display grant letter templates in grant record

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    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sarah Knoch supported this idea  ·  February 19, 2024

12. Grant "in process"

    20 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sarah Knoch commented  ·  January 04, 2024  ·  Edit…  ·  Delete…

    Glad this is being considered. The current process causes a lot of confusion for fundholders

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    Sarah Knoch supported this idea  ·  September 26, 2023

13. Allow Donors to Add Grant Contact/Address in Portal

    19 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  September 26, 2023

14. Campaigns Without Tickets for Online Donations

    75 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  August 14, 2023

15. Combine credit card fees with the donation amount

    104 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sarah Knoch supported this idea  ·  August 14, 2023

16. Multiple contacts for Organizations

    39 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

    
    

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    Sarah Knoch commented  ·  May 23, 2023  ·  Edit…  ·  Delete…

    This would be particularly helpful when sending out grants. Right now, the contact name is added to the address in the grant letter. A lot of the time, the contact for communications is different than the person who receives the check. Larger non-profits have different departments and the check may float around a while or get lost trying to get to the right department.

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    Sarah Knoch supported this idea  ·  May 23, 2023

17. Preferred Contact Profile Field

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    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sarah Knoch supported this idea  ·  May 23, 2023

18. Dynamic "Primary Org Contact" field replace static "Contact" field

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sarah Knoch supported this idea  ·  May 23, 2023

19. Delete Default Templates

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  January 03, 2023

20. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Sarah Knoch commented  ·  September 28, 2022  ·  Edit…  ·  Delete…

    I have a couple of fund holders ask about this, and right now, we don't allow them to do it as it would be too difficult to account for.

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    Sarah Knoch supported this idea  ·  September 28, 2022