Settings and activity

48 results found

1. online donations creating new profiles each time

   59 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

   Jennifer Brambley supported this idea  ·  Jan 30, 2024

2. edit voucher description

   17 votes

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

   
   

   Jennifer Brambley supported this idea  ·  Jan 19, 2024

3. voucher description

   18 votes

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

   
   

   Jennifer Brambley supported this idea  ·  Jan 19, 2024

4. Add # of Gifts field to Profile reports

   41 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

   
   

   Jennifer Brambley supported this idea  ·  Sep 21, 2023

5. ApplePay, PayPal, Venmo integration

   47 votes

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   3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jennifer Brambley supported this idea  ·  Sep 13, 2023

6. Please bring back the switch to electronic function on cheques

   26 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

   
   

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   Jennifer Brambley commented  ·  Jun 2, 2023  ·  Edit…  ·  Delete…

   @Sally Weldon
   We have the ability to select electronic on the voucher screen after we hit pay. Is that not working on your end?

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   Jennifer Brambley supported this idea  ·  Feb 15, 2023

7. 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

   
   

   Jennifer Brambley supported this idea  ·  May 9, 2023

8. Combine credit card fees with the donation amount

   116 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jennifer Brambley supported this idea  ·  May 9, 2023

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

   53 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Brambley commented  ·  Apr 26, 2023  ·  Edit…  ·  Delete…

   I wish I could add 10+ votes to this. We really need a way to customize our workflow better than what we have now. I disabled the grant check documents so I could get rid of the documents tab, but now I can't print grant letters at all. OR I don't have a way to actually find them. We can do better than this for the money we pay for this system.

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   Jennifer Brambley supported this idea  ·  Apr 26, 2023

10. Customize grant letters before emailing

    20 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Apr 20, 2023

11. Linking profiles to funds- multiple links at a time

    58 votes

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

    
    

    Jennifer Brambley supported this idea  ·  Mar 7, 2023

12. board portal

    192 votes

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

    
    

    Jennifer Brambley supported this idea  ·  Feb 17, 2023

13. One Log In Across Foundant Platforms

    221 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jennifer Brambley commented  ·  Feb 15, 2023  ·  Edit…  ·  Delete…

    Please make this possible. Very frustrating to have to log in separately into Idea Lab and Compass sites. I now have 3 different passwords because I had to change one and it wouldn't allow me to use the one prior.

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    Jennifer Brambley supported this idea  ·  Jun 9, 2022

14. Credit card fees and tax recpts

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Brambley supported this idea  ·  Feb 9, 2023

15. 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

    
    

    Jennifer Brambley supported this idea  ·  Feb 2, 2023

16. 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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    Jennifer Brambley supported this idea  ·  Sep 2, 2022

17. Docusign Integration

    133 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Aug 12, 2022

18. History of Fund Advisors for a Fund

    45 votes

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

    
    

    Jennifer Brambley supported this idea  ·  Jun 9, 2022

19. Color code outward facing fields

    58 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

    
    

    Jennifer Brambley supported this idea  ·  Jun 9, 2022

20. Accidental duplicate donations by donors

    31 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Brambley supported this idea  ·  May 20, 2022