Settings and activity

31 results found

1. Editable Unique URL for Funds

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Nov 26, 2024

2. Inactive Emails should not display as a selection in email functionality or anywhere!

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

3. Profiles: Improve search

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

4. Flag Duplicate Addresses

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

5. 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  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

6. GLM/SLM changes syncing with csuite profiles

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

7. 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  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

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

   46 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 9, 2024

9. Fund statements: Need school name in Grantee section

   147 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  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  ·  Sep 4, 2024  ·  Edit…  ·  Delete…

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

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   Frannie Powers commented  ·  Jun 20, 2024  ·  Edit…  ·  Delete…

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

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   Frannie Powers supported this idea  ·  Nov 13, 2023

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

    3 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

    Frannie Powers supported this idea  ·  Aug 14, 2024

11. Portal: staff approval option for profile edits

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Aug 14, 2024

12. Allow custom fields from funds on list of available merge fields for Grant award letters

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Jul 25, 2024

13. salutation/mailing label auto fill

    23 votes

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

    
    

    Frannie Powers supported this idea  ·  Jul 25, 2024

14. Multiple contacts for Organizations

    43 votes

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

    
    

    Frannie Powers supported this idea  ·  Jul 25, 2024

15. Add Permission to View ACH Details in Profiles

    35 votes

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

    
    

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    Frannie Powers commented  ·  Jul 25, 2024  ·  Edit…  ·  Delete…

    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.

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    Frannie Powers supported this idea  ·  Jan 23, 2024

16. Routing number verification

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Jul 25, 2024

17. Expand Pronoun Options

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Jul 25, 2024

18. Board Portal Option

    28 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Frannie Powers shared this idea  ·  Jul 24, 2024

19. board portal

    167 votes

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

    
    

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    Frannie Powers commented  ·  Jul 24, 2024  ·  Edit…  ·  Delete…

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

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    Frannie Powers commented  ·  Jan 25, 2024  ·  Edit…  ·  Delete…

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

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    Frannie Powers supported this idea  ·  Jan 25, 2024

20. statement vouchers

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Frannie Powers shared this idea  ·  Jun 26, 2024