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30 results found

  1. Option to display image on fund in giving hub

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Christy supported this idea  · 

  2. Future Fund Tracking

    6 votes

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

    This sounds like a great question for Compass! I have seen a lot of clients use Opportunities for this. You can create an opportunity for the profile and tie a fund beneficiary to the Opportunity. The Fund is created and added to a "legacy" fund group that can be moved once the estate gift is received.


    The Opportunitiy is created (titled Bequest Expectancy - or similar) with the following stages:

    1. Open
    2. Bequest Documented
    3. Realization Notification
    4. In Process
    5. Closed


    Christy supported this idea  · 

  3. Fund as Beneficiary

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Christy supported this idea  · 

  4. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Christy supported this idea  · 

  5. fund balance on fund history page

    28 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Christy supported this idea  · 

  6. Opportunity should show on Fund Profile

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Christy supported this idea  · 

  7. Multiple note types on one note

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Christy supported this idea  · 

  8. Capacity to tag additional profiles in notes

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Christy supported this idea  · 

  9. email - integration with Outlook

    70 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Christy supported this idea  · 

  10. birthday - option to not include year

    90 votes

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

  11. Create ability to attach files to a note

    89 votes

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

  12. Allow notes to be added to closed funds

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Christy supported this idea  · 

  13. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Christy supported this idea  · 

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

    102 votes

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

  15. Household opportunities should show on Individual profiles

    56 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Christy supported this idea  · 

  16. Campaigns Without Tickets for Online Donations

    92 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Christy supported this idea  · 

  17. 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

    7 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Christy supported this idea  · 
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    Christy commented  · 

    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.

  18. Grouping Non-Till Transactions for Deposit

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christy supported this idea  · 

  19. Donations: change fund

    61 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Christy supported this idea  · 

  20. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christy supported this idea  · 
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