Settings and activity

21 results found

1. Allow Organization roles to be added from any profile/profile type

   11 votes

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

   
   

   Alexandra McCreary-Ellis supported this idea  ·  April 24, 2024

2. Yearly Tax Receipt Templates Download Word.Doc

   18 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  April 24, 2024

3. FA Donation notifications should include tribute information

   38 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  April 24, 2024

4. Closed Funds should appear in Red in Relationships tab

   74 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  November 29, 2023

5. Envelope Printing Incorrectly for DAF Donations

   34 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  November 29, 2023

6. Add Online Donation Description to the Description Field not Notes FIeld

   22 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  September 12, 2023

7. Fund statements

   129 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  August 28, 2023

8. Recurring Donations - Allow Donors to Edit

   26 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  July 11, 2023

9. grant type guidestar

   43 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  ·  July 11, 2023

10. Recurring Donations Communications to Fund Advisors

    11 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis commented  ·  July 06, 2023  ·  Edit…  ·  Delete…

    This would be great for our giving circles. Right now we have to manually create reports for fund advisors who want to estimate how much they can expect in recurring donations.

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    Alexandra McCreary-Ellis supported this idea  ·  July 06, 2023

11. online donation receipts

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis supported this idea  ·  July 06, 2023

12. Recurring gift receipts

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis supported this idea  ·  July 06, 2023

13. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis supported this idea  ·  July 06, 2023

14. Remove evaluator

    41 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

    
    

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

15. Add # of Gifts field to Profile reports

    39 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  ·  June 30, 2023

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

    58 votes

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

    
    

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

17. Combine credit card fees with the donation amount

    106 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

    
    

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

18. bulk upload

    10 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

19. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis supported this idea  ·  March 01, 2023

20. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis supported this idea  ·  March 01, 2023