Settings and activity

12 results found

1. Yearly Tax Receipt Templates Download Word.Doc

   26 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

   73 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. 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. Fund statements: Need school name in Grantee section

   149 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz 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

5. grant type guidestar

   48 votes

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

6. 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

7. 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

8. Add # of Gifts field to Profile reports

   41 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

9. 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

10. Combine credit card fees with the donation amount

    117 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

11. bulk upload

    18 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

12. Docusign Integration

    135 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