Settings and activity

35 results found

1. Print Fund Statements ONLY for Primary Fund Advisors

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 21, 2025

2. Customizable Dashboards for Fund Advisors

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 15, 2025

3. Printing Fund Statements

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 24, 2025
   Anonymous shared this idea  ·  Mar 19, 2025

4. Hide or Deactivate Letter Template

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 20, 2025

5. Grant letter template

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 20, 2025

6. Profile Fund Relationships - alphabetize Categories

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 5, 2025

7. Visual Presentations Using Charts (with GL data)

   13 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

8. birthday - option to not include year

   109 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

9. Balance Sheet Liabilities List Order

   19 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

10. Distribution Audit Details - Make available prior to posting

    14 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

11. Admin Fee Report/Audit Support

    30 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

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

    66 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 30, 2024

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

    110 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

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

    25 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

15. Ability to build custom dashboards

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    51 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

16. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 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

17. 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

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

    34 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

19. 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

20. 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