Settings and activity

168 results found

1. Sort Feature on Bank Reconciliation

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

2. Detail Trial Balance - Add to Left Menu

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

3. Print column headings on multiple pages of pdf reports from "print page"

   34 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

4. 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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   Anne Reid supported this idea  ·  Aug 6, 2025

5. An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

6. Record photo covers file type

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

7. Record photo covers file type

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

8. Add Profile Type Field to the Profile Creation Interface

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

9. Dedupe by address and also by "similar" name.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

10. Bio field on primary profile page

    19 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

11. Multiple contacts for Organizations

    46 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

    
    

    Anne Reid supported this idea  ·  Aug 6, 2025

12. Add Content section for Yearly Tax Receipt emails

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

13. Verify Donations are Linked to a Pledge

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    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

14. Automated Workflows for Donor Stewardship

    25 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

15. Pledge Section/Table in the Fund Statement Template

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

16. Provide the option to show grant payment activity on fund statements.

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

17. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

18. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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

    
    

    Anne Reid supported this idea  ·  Jul 17, 2025

19. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anne Reid supported this idea  ·  Jul 17, 2025

20. Distribution Audit Details - Make available prior to posting

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anne Reid supported this idea  ·  Jul 17, 2025