Settings and activity

15 results found

1. Yearly Tax Receipt Templates Download Word.Doc

   19 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

   65 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

   81 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

   147 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. online donation receipts

   11 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  ·  Jul 6, 2023

8. 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

9. 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

10. 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

11. 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

12. Combine credit card fees with the donation amount

    112 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

13. bulk upload

    14 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

14. Docusign Integration

    128 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

15. Secure option to obtain ACH information

    176 votes

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