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19 results found

  1. Last Donation Date does not reflect accurate last gift date

    111 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  2. birthday - option to not include year

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  3. Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  4. Admin Fee Report in Funds

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  5. Fund statements: Need school name in Grantee section

    154 votes

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    21 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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.

    Jeanette Kelleher supported this idea  · 

  6. Default Grant Sort

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  7. Ability to Change Non-Notify Tribute Details

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  8. Multiple contacts for Organizations

    45 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  9. Admin Fee Edit

    35 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  10. Grants On Hold In More Buckets - Approval & Voucher

    40 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  11. Add ability to link Opportunity to a Profile that served as a referral

    33 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  12. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  13. board portal

    200 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    An error occurred while saving the comment
    Jeanette Kelleher commented  · 

    Ability to request and save responses to an electronic vote would also be a helpful part of a board portal.

    An error occurred while saving the comment
    Jeanette Kelleher commented  · 

    Abillity to request and track electronic votes would be extremely helpful too.

    Jeanette Kelleher supported this idea  · 

  14. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  15. Docusign Integration

    138 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  16. Navigation - Add Save option to left side menu

    51 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  17. Change Grantee in Grant Request to internal fund

    59 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jeanette Kelleher commented  · 

    Right now, if we have a situation where the fund advisor chooses the organization name as grantee rather than choosing a fund, we have to void the fund advisor's request and start over. So they no longer see their request in the portal. Adding this functionality would provide better information to the fund advisor and would provide better tracking of what happened from the initial request through the final grant. Thanks!

    Jeanette Kelleher supported this idea  · 

  18. Back and Forward Button

    60 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jeanette Kelleher supported this idea  · 

  19. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jeanette Kelleher supported this idea  ·