Settings and activity

18 results found

1. One Log In Across Foundant Platforms

   226 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Stephanie Boka supported this idea  ·  Aug 3, 2023

2. 990 tax class

   38 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Stephanie Boka supported this idea  ·  Feb 2, 2023

3. General Ledger Search- From>To Accounts

   25 votes

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

   
   

   Stephanie Boka supported this idea  ·  Feb 2, 2023

4. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Stephanie Boka supported this idea  ·  Feb 2, 2023

5. Financial report fund filters

   28 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Stephanie Boka supported this idea  ·  Feb 2, 2023

6. Docusign Integration

   144 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Stephanie Boka supported this idea  ·  Feb 2, 2023

7. board portal

   204 votes

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

   
   

   Stephanie Boka supported this idea  ·  Feb 2, 2023

8. Destination funds for internal grants named on fund statements

   31 votes

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

   
   

   Stephanie Boka supported this idea  ·  Dec 28, 2022

9. Multiple contacts for Organizations

   45 votes

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

   
   

   Stephanie Boka supported this idea  ·  Dec 28, 2022

10. Attached files sorted most recent at the top (or options to select sort).

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Stephanie Boka supported this idea  ·  Dec 28, 2022

11. Admin Fee Edit

    37 votes

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

    
    

    Stephanie Boka supported this idea  ·  Dec 28, 2022

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

    42 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Stephanie Boka supported this idea  ·  Dec 28, 2022

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

    36 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

    
    

    Stephanie Boka supported this idea  ·  Dec 28, 2022

14. Color code outward facing fields

    61 votes

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

    
    

    Stephanie Boka supported this idea  ·  Dec 28, 2022

15. Change Fund Group at a Point in Time

    97 votes

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

    
    

    Stephanie Boka supported this idea  ·  Dec 28, 2022

16. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Stephanie Boka supported this idea  ·  May 10, 2022

17. Balance Swap - Edit Amounts

    51 votes

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

    
    

    Stephanie Boka supported this idea  ·  Jul 11, 2019

18. 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  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Stephanie Boka supported this idea  ·  Sep 19, 2018