Settings and activity

18 results found

1. Automated notification to User when Donation comes in from Profile with Specific Relationship Type

   2 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Christina Valdois supported this idea  ·  Dec 16, 2025
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   Christina Valdois commented  ·  Dec 16, 2025  ·  Edit…  ·  Delete…

   This would be even better if our fund/donor stewards were notified when a donation was received. Best if we could designate that all donations above a certain dollar amount notify A, B, C...

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2. Grant Letters on the Portal

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Christina Valdois supported this idea  ·  Dec 15, 2025

3. Checks Content

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Christina Valdois shared this idea  ·  Dec 15, 2025

4. Loan Module

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Christina Valdois supported this idea  ·  Nov 18, 2025

5. Loans between 2 Funds

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Christina Valdois supported this idea  ·  Nov 18, 2025

6. loans - need option for sub accounts on creation

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Christina Valdois supported this idea  ·  Nov 18, 2025

7. Bulk Edit - Payment schedule date and grant date

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   85 votes

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   Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Christina Valdois supported this idea  ·  Aug 11, 2025

8. 1099 - Add Mailing Address to Report

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Christina Valdois supported this idea  ·  Feb 14, 2025

9. Duplicate Grants

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Christina Valdois shared this idea  ·  Dec 11, 2024

10. Revenue Share Deposits - Impact Investment Interest Income

    16 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Christina Valdois supported this idea  ·  Oct 28, 2024

11. Ability to edit labels in WORD doc

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Christina Valdois supported this idea  ·  Oct 28, 2024

12. Grant Approval with Vouchers

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Christina Valdois supported this idea  ·  Oct 28, 2024

13. Ability to Build Custom Financial Statements in the Reports Section

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Christina Valdois supported this idea  ·  Jul 17, 2024

14. Pay Email Address for EFT Grant Notifications

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Christina Valdois supported this idea  ·  Jul 17, 2024

15. Multiple Email Options for Communications

    35 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Christina Valdois supported this idea  ·  Jul 17, 2024

16. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Christina Valdois supported this idea  ·  Jul 17, 2024

17. Multiple Automatic Reminders for Follow-Ups

    30 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Christina Valdois commented  ·  Jul 3, 2024  ·  Edit…  ·  Delete…

    It would be ideal to have the option of notifying multiple emails when a grantee is receiving a grant.

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    Christina Valdois supported this idea  ·  Jul 3, 2024

18. Add multiple payment types and banking information to profiles

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Christina Valdois supported this idea  ·  Apr 17, 2024