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22 results found

  1. Editable Unique URL for Funds

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Frannie Powers supported this idea  · 

  2. Profiles: Improve search

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  3. Flag Duplicate Addresses

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  4. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  5. GLM/SLM changes syncing with csuite profiles

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  6. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  7. Login As --Removes user's existing login

    78 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Frannie Powers supported this idea  · 

  8. Fund statements: Need school name in Grantee section

    148 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

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    Frannie Powers commented  · 

    I'm so disappointed to hear that this is moving back to proposed. Please reconsider.

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    Frannie Powers commented  · 

    Please do this....I've been wasting hours trying to create Custom Fields that will populate in a Fund Statement.

    Frannie Powers supported this idea  · 

  9. Donation/events check out page: remove option to donate/ register as organization

    3 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Frannie Powers supported this idea  · 

  10. Portal: staff approval option for profile edits

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Frannie Powers supported this idea  · 

  11. salutation/mailing label auto fill

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  12. Multiple contacts for Organizations

    44 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  13. Add Permission to View ACH Details in Profiles

    36 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers commented  · 

    This would be so much more efficient for double checking. We currently have a process that involves Jotform, the bank website, and Foundant and if we could cut the Jotform step out it would speed up the process.

    Frannie Powers supported this idea  · 

  14. board portal

    187 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Frannie Powers commented  · 

    Please create a designation/tab for Board Members. We would like to have a way to connect with our Board members in ways other than email. We could share documents and we would love to be able to collect electronic votes. We currently do this via email, but would love to do this through the portal.

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    Frannie Powers commented  · 

    With the new Portal options it seems like a Board Member designation would be an easy addition.

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    Frannie Powers commented  · 

    We have been researching options for this. It would be great to be able to collect electronic votes.

    Frannie Powers supported this idea  · 

  15. copying multifund vouchers

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Frannie Powers supported this idea  · 

  16. birthday - option to not include year

    97 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frannie Powers supported this idea  · 

  17. Secure option to obtain ACH information

    183 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Frannie Powers supported this idea  · 

  18. Batch attach file to grant

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Frannie Powers supported this idea  · 

  19. bulk upload

    15 votes

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

  20. Multi-Fund Journal Entries and attachments

    18 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Frannie Powers supported this idea  · 
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