Settings and activity

26 results found

1. Living Member Donations for an Inactive Household

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Dec 18, 2024

2. Separate the closing of the last period of the year from the closing of the year

   57 votes

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   7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Caili Brading supported this idea  ·  Nov 20, 2024

3. Fixed Assets and Depreciation

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Nov 20, 2024

4. Rename one financial report on new print option

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Caili Brading shared this idea  ·  Nov 19, 2024

5. Household Donations on Donor Portal

   58 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Oct 17, 2024

6. Fund Advisor Tab Options Default

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Oct 15, 2024

7. Add Profile Fund Category to Fund Advisor Fund Custom Report

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Oct 15, 2024

8. 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

   
   

   Caili Brading supported this idea  ·  Oct 11, 2024

9. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Caili Brading supported this idea  ·  Jul 31, 2024

10. display future year's spendable amount on fund statement

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Jul 31, 2024

11. percentage of gift to spendable

    30 votes

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

    
    

    Caili Brading supported this idea  ·  Jul 20, 2023

12. Opportunity Task Workflow

    43 votes

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

    
    

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    Caili Brading commented  ·  Jul 20, 2023  ·  Edit…  ·  Delete…

    This would be huge for us because we are using opportunities for a "new fund" and multiple people here touch these new funds and we have several tasks we have to add to multiple people in a certain order. It is very cumbersome trying to add all those individual tasks each time.

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    Caili Brading supported this idea  ·  Jul 20, 2023

13. Closed Funds should appear in Red in Relationships tab

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Jul 20, 2023

14. Secure option to obtain ACH information

    193 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Jul 20, 2023

15. Sync attachments in csuite and glm

    24 votes

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

    
    

    Caili Brading supported this idea  ·  May 9, 2023

16. Add Permission to View ACH Details in Profiles

    39 votes

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

    
    

    Caili Brading supported this idea  ·  Mar 21, 2023

17. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Caili Brading supported this idea  ·  Feb 21, 2023

18. 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

    
    

    Caili Brading shared this idea  ·  Jan 25, 2023

19. General Ledger Search- From>To Accounts

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Caili Brading shared this idea  ·  Oct 7, 2022

20. Notification for Approval Requester

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Sep 30, 2022