Settings and activity

83 results found

1. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Carol Reynolds shared this idea  ·  Jul 29, 2024

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

   45 votes

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

   
   

   Carol Reynolds supported this idea  ·  Jul 29, 2024

3. Grant Documents

   8 votes

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

   
   

   Carol Reynolds supported this idea  ·  Jul 29, 2024

4. Organizing Notes

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 21, 2024

5. Online_donation_email_body

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 21, 2024

6. Tributes and Stripe gifts

   7 votes

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   0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   There is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.

   Carol Reynolds supported this idea  ·  Jun 21, 2024

7. Recurring Alerts on Home Menu

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   77 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 21, 2024

8. Print Envelopes as a Word Document

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 21, 2024

9. Stripe Terminal

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 21, 2024

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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

    
    

    Carol Reynolds supported this idea  ·  Jun 21, 2024

11. Send or print grant letters in bulk, not just by check batch

    29 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 21, 2024

12. FA Donation notifications should include tribute information

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 21, 2024

13. Organization's name in event ticket

    40 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Apr 23, 2024

14. Process filter on dashboards

    1 vote

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Carol Reynolds shared this idea  ·  Mar 20, 2024

15. Optional Grant Letter

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

16. 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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    Carol Reynolds supported this idea  ·  Mar 20, 2024

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

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

18. Search option for online purchases

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

19. Yearly Tax Receipt Templates Download Word.Doc

    19 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

20. Multifund Invoices

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024