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17 results found

  1. Making donation descriptions an option for fund advisor portal

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Pam Dawkins Pieper shared this idea  · 

  2. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  3. Provide a review screen before Public Security Sale posts

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  4. Public Securities Sort

    24 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  5. Add Online Donation Description to the Description Field not Notes FIeld

    22 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Pam Dawkins Pieper commented  · 

    I would prefer the notes field be visible instead on the fund advisor portal for gifts. We have been using description for internal notes and for template information since 2017 and having those visible to fund advisors is not ideal.

  6. Decouple the inactive button from the deceased button

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Pam Dawkins Pieper shared this idea  · 

  7. notes on donor portal

    23 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Pam Dawkins Pieper shared this idea  · 

  8. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  9. Change Fund Group at a Point in Time

    85 votes

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    9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  10. Closed Funds should appear in Red in Relationships tab

    74 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  11. Spendable budget field on fund statement ability to show remaining spendable AND next year's budget on year-end statements

    16 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Pam Dawkins Pieper commented  · 

    I love the idea of having the upcoming year's spendable balance available on the Q4 fund statements but not whatever is remaining at the end of the year. That would throw off the Finance department. By early February, when Q4 goes out, I think any remaining spendable has been zeroed out.
    Being able to put the new spendable into the fund statements will save us an enormous amount of time - now, we have to generate separate letters that get emailed separately, or printed and mailed with the statements that go out manually.

    Pam Dawkins Pieper supported this idea  · 

  12. 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  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  13. Recurring Donations - Allow Donors to Edit

    26 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  14. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  15. Add # of Gifts field to Profile reports

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  16. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Pam Dawkins Pieper supported this idea  · 

  17. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    133 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Pam Dawkins Pieper supported this idea  ·