Settings and activity

14 results found

1. Yearly Tax Receipt Templates Download Word.Doc

   20 votes

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   Proposed Idea  ·  7 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

   70 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Alexandra McCreary-Ellis supported this idea  ·  Apr 24, 2024

3. Closed Funds should appear in Red in Relationships tab

   83 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  ·  Nov 29, 2023

4. Envelope Printing Incorrectly for DAF Donations

   40 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

5. Fund statements: Need school name in Grantee section

   148 votes

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

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

   Alexandra McCreary-Ellis supported this idea  ·  Aug 28, 2023

6. grant type guidestar

   46 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

7. 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  ·  Jul 6, 2023

8. Remove evaluator

   45 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

9. Add # of Gifts field to Profile reports

   40 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

10. 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  ·  Jun 30, 2023

11. Combine credit card fees with the donation amount

    115 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

    
    

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

12. bulk upload

    15 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

13. Docusign Integration

    130 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

14. Secure option to obtain ACH information

    183 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Alexandra McCreary-Ellis supported this idea  ·  Mar 1, 2023