Settings and activity

338 results found

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

   30 votes

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

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

   32 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

3. Multiple Advisors on one grant

   18 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

4. Multifund Invoices

   22 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

5. Household opportunities should show on Individual profiles

   59 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

6. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   65 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

7. Scholarship Directory (Similar to Nonprofit Directory)

   73 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

8. Envelope Printing Incorrectly for DAF Donations

   42 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

9. Fund Advisor Bulk Edits

   37 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

10. Pay Email Address for EFT Grant Notifications

    55 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

11. If Then logic custom reports

    20 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

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

    26 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

    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

    
    

    Robin Wolff supported this idea  ·  Mar 21, 2024

14. fund advisor portal grant notification-advisor specific

    40 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

15. Allow notes to be added to closed funds

    15 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

16. birthday - option to not include year

    107 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Feb 12, 2024

17. Tribute bucket shows number of tributes needing to be sent in parentheses

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    32 votes

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

    
    

    Robin Wolff supported this idea  ·  Feb 12, 2024

18. Create ability to attach files to a note

    105 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Feb 12, 2024