Settings and activity

31 results found

1. Visual Presentations Using Charts (with GL data)

   9 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 5, 2024

2. 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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   Anonymous supported this idea  ·  Oct 22, 2024

3. Balance Sheet Liabilities List Order

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 2, 2024

4. Distribution Audit Details - Make available prior to posting

   13 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

   
   

   Anonymous supported this idea  ·  Aug 2, 2024

5. Admin Fee Report/Audit Support

   28 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 2, 2024

6. Grant Letters - Need Ability to Customize Process & Edit Letters

   45 votes

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   6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Jan 30, 2024

7. 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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   Anonymous supported this idea  ·  Jan 2, 2024

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

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 1, 2023

9. Ability to build custom dashboards

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   50 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 1, 2023

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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

    
    

    Anonymous supported this idea  ·  Oct 23, 2023

11. Filter by TOTAL Donations in Donor Report

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    25 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

    
    

    An error occurred while saving the comment
    Anonymous commented  ·  Sep 20, 2023  ·  Edit…  ·  Delete…

    Will the report be available soon?

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    Anonymous supported this idea  ·  Aug 30, 2021

12. Warning message if revenue share will push a fund underwater.

    33 votes

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

    
    

    Anonymous supported this idea  ·  Aug 22, 2023

13. 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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    Anonymous supported this idea  ·  Aug 16, 2023

14. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    15 votes

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

    
    

    Anonymous supported this idea  ·  Aug 15, 2023

15. Spendable distributions scheduling

    20 votes

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

    
    

    Anonymous supported this idea  ·  Aug 15, 2023

16. 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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    Anonymous supported this idea  ·  Aug 14, 2023

17. Profile changes (ex: name, address) should not update historical information.

    54 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

    
    

    Anonymous supported this idea  ·  May 5, 2023

18. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Nov 8, 2022

19. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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

    
    

    Anonymous supported this idea  ·  Nov 8, 2022

20. One Log In Across Foundant Platforms

    210 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  May 23, 2022