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49 results found

  1. Internal Grant Decrease Spendable on Source Fund

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus shared this idea  · 

  2. grant to spendable

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus supported this idea  · 

  3. Have a Fund Advisor be Able to Upload a Document

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Gloria Markus shared this idea  · 

  4. bulk upload

    18 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Gloria Markus supported this idea  · 

  5. Interfund - Fund Name not in Description

    16 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus commented  · 

    When making an Internal Grant, the Source Fund has a "PDescrption" populated that pulls from the grant. The Destination Fund has no "PDescription" populated.

    Instead of editing hundreds of transactions with a description of where the money came from, I would like Foundant to automatically populate the Destination Fund's "PDescription" from something in the grant similar to the PDescrition that is populated in the Source Fund.

    This could be having 2 "Descriptions" in the grant or 1 "Description" that populates in both the Source Fund and the Destination Fund.

    Gloria Markus supported this idea  · 

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

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Gloria Markus supported this idea  · 

  7. Fund Advisor Portal - make Fund Steward email address a hyperlink

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Gloria Markus supported this idea  · 

  8. Create Grant Request Dropdown Arrows

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Gloria Markus shared this idea  · 

  9. Stewards and Opportunities

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Gloria Markus shared this idea  · 

  10. Easily searchable for grants/checks/journal entries/vouchers/documents and more

    1 vote

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus commented  · 

    For checks/grants/vouchers/deposits/donations/documents and more, each has its own way of listing all the related items. Either 20 items per page or hundreds of items on one page. If there are 20 items per page, I have to advance it every 2 or so pages until I find the item I need and it could be years ago so this is very time consuming. There needs to be consistency and a search field within to search all pages without having to go page by page or be able to view all items or 50 items or 250 items.

    Gloria Markus shared this idea  · 

  11. Destination funds for internal grants named on fund statements

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus supported this idea  · 

  12. salutation/mailing label auto fill

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Gloria Markus supported this idea  · 

  13. Inactive funds/profiles Search

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  14. Split Interest Payment Schedule

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  15. CGA Split Interest Federal Withholding

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  16. idea lab

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus supported this idea  · 

  17. Report Filtering

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Gloria Markus supported this idea  · 

  18. Contact Preferences - Edit Information

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Gloria Markus shared this idea  · 

  19. Memo for recurring vouchers

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Gloria Markus commented  · 

    A memo for recurring vouchers would be helpful. There is a "Memo" field for a single voucher, but not for a recurring voucher.

    Gloria Markus shared this idea  · 

  20. memo line on grant checks

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus supported this idea  · 
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