Settings and activity

10 results found

1. Yearly Tax Receipt Templates Download Word.Doc

   27 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  Apr 24, 2024

2. FA Donation notifications should include tribute information

   75 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  Apr 24, 2024

3. Envelope Printing Incorrectly for DAF Donations

   43 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  Nov 29, 2023

4. grant type guidestar

   50 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  Jul 11, 2023

5. Remove evaluator

   46 votes

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

   
   

   Alexandra McCreary-Ellis supported this idea  ·  Jun 30, 2023

6. Add # of Gifts field to Profile reports

   42 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

   
   

   Alexandra McCreary-Ellis supported this idea  ·  Jun 30, 2023

7. Linking profiles to funds- multiple links at a time

   59 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  Jun 30, 2023

8. Combine credit card fees with the donation amount

   120 votes

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

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   Alexandra McCreary-Ellis supported this idea  ·  Jun 30, 2023

9. bulk upload

   19 votes

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

   
   

   Alexandra McCreary-Ellis shared this idea  ·  May 15, 2023

10. Docusign Integration

    143 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis supported this idea  ·  Mar 1, 2023