Settings and activity

26 results found

1. Option to display image on fund in giving hub

   12 votes

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   1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   In Portal Options>Giving Hub Settings> select edit. There is an option to display fund image. If an image is on a fund record it will display. I assume this request is for the Portal?

   Christy supported this idea  ·  Oct 17, 2024

2. Closed Funds should appear in Red in Relationships tab

   83 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  May 16, 2024

3. fund balance on fund history page

   28 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  May 16, 2024

4. Opportunity should show on Fund Profile

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  May 16, 2024

5. Capacity to tag additional profiles in notes

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  May 16, 2024

6. email - integration with Outlook

   77 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  May 16, 2024

7. birthday - option to not include year

   97 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  May 16, 2024

8. Create ability to attach files to a note

   95 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

9. Allow notes to be added to closed funds

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Jan 23, 2024

10. Fund Advisor: Make Password visible

    54 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jan 23, 2024

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

    107 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jan 23, 2024

12. Household opportunities should show on Individual profiles

    57 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Christy supported this idea  ·  Jan 12, 2024

13. Campaigns Without Tickets for Online Donations

    96 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jan 12, 2024

14. PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar

    8 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Nov 3, 2023
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    Christy commented  ·  Nov 3, 2023  ·  Edit…  ·  Delete…

    When a fund advisor is the primary fund advisor but also marked as the one that MUST (Require Primary Advisor Approval) approve any grants from the fund and they submit a new grant in the portal, they must still approve their own grant.

    The explanation in CSuite (?) says "If enabled, grant requests made by anyone other than the primary fund advisor must first be approved by the primary fund advisor before being converted to a grant". That sounds to me like the primary fund advisor should NOT have to approve their own submission.

    The advisor doesn't even receive any email or any notification that a grant is needing approval.

    This needs work.

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15. Grouping Non-Till Transactions for Deposit

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Christy supported this idea  ·  Jul 26, 2023

16. Donations: change fund

    62 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jul 11, 2023

17. Secure option to obtain ACH information

    183 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Christy supported this idea  ·  Jul 11, 2023

18. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    91 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Christy commented  ·  Jun 30, 2023  ·  Edit…  ·  Delete…

    We have had some of our fund advisors contacted us because they did not receive a donation notification when an internal grant was deposited into their fund. The fund advisors are marked to be notified when a donation is deposited into their fund.

    We have also tried to create an internal grant letter to send out to the agency that is receiving the internal grant, but the system does not allow it.

    It would be great to have fund advisors be notified when internal grants are deposited.

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    Christy supported this idea  ·  Apr 7, 2022

19. Add # of Gifts field to Profile reports

    40 votes

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

    
    

    Christy supported this idea  ·  Jun 30, 2023

20. Add option to create a letter from a profile

    47 votes

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

    
    

    Christy supported this idea  ·  Jun 30, 2023