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73 results found

  1. Combine credit card fees with the donation amount

    119 votes

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

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Jennifer Brambley supported this idea  · 

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

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  3. board portal

    203 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  4. One Log In Across Foundant Platforms

    225 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jennifer Brambley commented  · 

    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.

    Jennifer Brambley supported this idea  · 

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

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  6. Docusign Integration

    143 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  7. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  8. Color code outward facing fields

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  9. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  10. Interfund - Fund Name not in Description

    16 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  11. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  12. Option for household changes to populate individual profiles linked to household

    30 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jennifer Brambley supported this idea  · 

  13. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jennifer Brambley supported this idea  · 
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