Settings and activity

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1. Add ability to view grants in a tab on the fund page

   12 votes

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

   From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

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   Minda Boland commented  ·  Jul 11, 2024  ·  Edit…  ·  Delete…

   This would be a great feature to add. Thanks!

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   Minda Boland supported this idea  ·  Jul 11, 2024

2. Allow Editing/Deleting the Automatic Pledge Adjustment

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Minda Boland supported this idea  ·  Dec 21, 2023