Settings and activity

44 results found

1. Merge profile should not lose Steward or Engagement Strategy from the older profile

   16 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

   
   

   Kelly Knoke supported this idea  ·  Apr 26, 2023

2. History of Fund Advisors for a Fund

   39 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kelly Knoke supported this idea  ·  Apr 26, 2023

3. Fund statements - sort by fund advisor or fund

   29 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

   
   

   Kelly Knoke supported this idea  ·  Apr 26, 2023

4. Do not send Grant Notify email when a grant is unposted

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Mar 29, 2023

5. fund advisor portal grant notification-advisor specific

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Mar 29, 2023

6. Hate Groups, Extremist Groups

   18 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

   
   

   Kelly Knoke supported this idea  ·  Mar 16, 2023

7. Refer to GL for Grant Summary Screen

   12 votes

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   1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kelly Knoke supported this idea  ·  Mar 10, 2023

8. Grant Letters - Need Ability to Customize Process & Edit Letters

   39 votes

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

   
   

   Kelly Knoke supported this idea  ·  Mar 3, 2023

9. Profiles: required fields - visually display which fields

   30 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Mar 3, 2023

10. Custom Field Type - number option

    20 votes

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

    
    

    Kelly Knoke supported this idea  ·  Feb 23, 2023

11. Filter by custom field

    11 votes

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

    
    

    Kelly Knoke supported this idea  ·  Feb 23, 2023

12. 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

    
    

    Kelly Knoke supported this idea  ·  Feb 23, 2023

13. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    The fund created date and investment strategy is available in the raw export for the Underwater Report.

    Kelly Knoke supported this idea  ·  Feb 23, 2023

14. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Feb 23, 2023

15. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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

    
    

    Kelly Knoke supported this idea  ·  Feb 23, 2023

16. Wealth search third party software to integrate with CSuite

    12 votes

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

    
    

    Kelly Knoke supported this idea  ·  Feb 23, 2023

17. Add Fund Steward as a field for Fund Statement Templates

    16 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Feb 15, 2023

18. notes

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kelly Knoke shared this idea  ·  Feb 2, 2023

19. Custom Reports: Multiple Filters

    106 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Dec 2, 2022

20. Secure option to obtain ACH information

    153 votes

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    Under Consideration  ·  9 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Dec 2, 2022