Settings and activity

11 results found

1. Historic Fund Balance in custom reporting

   4 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sabine Dukes commented  ·  Oct 30, 2025  ·  Edit…  ·  Delete…

   There are filters only available through custom reporting that are not available through Financial Reporting. However I can currently only get historical balances through financial reporting.

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   Sabine Dukes supported this idea  ·  Oct 30, 2025

2. Portal: ACH Option

   121 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sabine Dukes supported this idea  ·  Jul 21, 2025

3. Custom Reports: Opportunity Tasks & Notes

   111 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sabine Dukes supported this idea  ·  Jul 21, 2025

4. Combine credit card fees with the donation amount

   120 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

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   Sabine Dukes supported this idea  ·  Jan 2, 2025

5. Last Donation Date does not reflect accurate last gift date

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sabine Dukes supported this idea  ·  Jan 2, 2025

6. board portal

   205 votes

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

   
   

   Sabine Dukes supported this idea  ·  Aug 18, 2023

7. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

   30 votes

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

   
   

   Sabine Dukes supported this idea  ·  Aug 18, 2023

8. Display default payment type when entering grant

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   19 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

   
   

   Sabine Dukes supported this idea  ·  Apr 11, 2023

9. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Sabine Dukes supported this idea  ·  Jan 13, 2023

10. bank investments integration

    24 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Sabine Dukes supported this idea  ·  Jan 13, 2023

11. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Sabine Dukes supported this idea  ·  Aug 23, 2022