Settings and activity

267 results found

1. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

2. Multiple Advisors on one grant

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

3. Multifund Invoices

   21 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

4. Household opportunities should show on Individual profiles

   56 votes

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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

5. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   63 votes

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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

6. Scholarship Directory (Similar to Nonprofit Directory)

   70 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

7. 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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   Robin Wolff supported this idea  ·  Apr 3, 2024

8. Fund Advisor Bulk Edits

   35 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

9. 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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   Robin Wolff supported this idea  ·  Apr 3, 2024

10. If Then logic custom reports

    19 votes

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

    
    

    Robin Wolff supported this idea  ·  Mar 21, 2024

11. include all data fields if record available for a report

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Mar 21, 2024

12. Allow editing a custom report name, description or sharing without having to save as a different report

    25 votes

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

    
    

    Robin Wolff supported this idea  ·  Mar 21, 2024

13. 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

    
    

    Robin Wolff supported this idea  ·  Mar 21, 2024

14. Add totals to reports

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Mar 21, 2024

15. Add option to 'set notify' in custom reports

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Mar 21, 2024

16. fund advisor portal grant notification-advisor specific

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Mar 21, 2024

17. Flagging duplicate EINs

    8 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

    
    

    Robin Wolff supported this idea  ·  Feb 12, 2024

18. Allow notes to be added to closed funds

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Feb 12, 2024

19. Tasks

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Feb 12, 2024

20. Grants Bucket - New Bucket - Additional Column

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    7 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Robin Wolff supported this idea  ·  Feb 12, 2024