Settings and activity

16 results found

1. Show Steward Active/Inactive Status in System Configuration Steward List

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Sep 18, 2024

2. Fund statements - sort by fund advisor or fund

   30 votes

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

   
   

   Bridget Downey supported this idea  ·  Jun 10, 2024

3. Add to Calendar on Emailed Event Receipt and/or Event page

   30 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Jun 5, 2024

4. email history - Fund Advisor grant request

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Apr 10, 2024

5. Add multiple payment types and banking information to profiles

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Apr 10, 2024

6. Send or print grant letters in bulk, not just by check batch

   29 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Apr 10, 2024

7. Pay Email Address for EFT Grant Notifications

   52 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Apr 10, 2024

8. Batch Donation Notify and Grant Notify Emails

   24 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Apr 10, 2024

9. Don't notify advisor any grant adjustments

   40 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Bridget Downey supported this idea  ·  Apr 10, 2024

10. online donations creating new profiles each time

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Bridget Downey supported this idea  ·  Apr 10, 2024

11. Clear spendable: Option to clear by distribution type

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Bridget Downey shared this idea  ·  Feb 1, 2024

12. Spendable distributions scheduling

    19 votes

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

    
    

    Bridget Downey supported this idea  ·  Feb 1, 2024

13. positive pay

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Bridget Downey supported this idea  ·  Oct 19, 2023

14. Search by check number

    24 votes

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

    
    

    Bridget Downey supported this idea  ·  Oct 19, 2023

15. ID # search

    40 votes

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

    
    

    Bridget Downey supported this idea  ·  Oct 19, 2023

16. Merge suggestion should automatically be removed when an individual is added to household

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Bridget Downey supported this idea  ·  Oct 19, 2023