Settings and activity

22 results found

1. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Laura Kruse supported this idea  ·  Oct 10, 2024

2. Scholarship Directory (Similar to Nonprofit Directory)

   70 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laura Kruse supported this idea  ·  Oct 10, 2024

3. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Laura Kruse supported this idea  ·  Oct 10, 2024

4. Bulk Upload Ids for grant records

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laura Kruse supported this idea  ·  Oct 10, 2024

5. Permission to Delete Others' Shared Reports

   32 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Laura Kruse supported this idea  ·  Oct 10, 2024

6. Closed Funds - Displaying Activity on the Portal

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laura Kruse supported this idea  ·  Oct 10, 2024

7. Donor Rollup Report: Date of Last Gift

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Laura Kruse supported this idea  ·  Sep 18, 2024

8. Ability to Import Recurring Grants

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laura Kruse shared this idea  ·  Sep 17, 2024

9. Reports Permission: Full Access & De-Linking Scheduling Reports

   9 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Laura Kruse supported this idea  ·  Sep 13, 2024

10. Security Issue: Re-Activating A User to Address Their Tasks & Non-Shared Reports

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laura Kruse supported this idea  ·  Sep 12, 2024

11. Pledge Reporting

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laura Kruse shared this idea  ·  Jul 2, 2024

12. Bulk Post Pledges - New Bucket

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laura Kruse shared this idea  ·  Jul 2, 2024

13. Campaign - Linked to Pledge on Pledge Import

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laura Kruse shared this idea  ·  Jul 2, 2024

14. Decision Date - option to bulk update

    7 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laura Kruse supported this idea  ·  Jun 11, 2024

15. Donation Import Template - Add Pledge ID

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laura Kruse shared this idea  ·  May 15, 2024

16. Security Issue: Inactivating a User

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Laura Kruse supported this idea  ·  May 7, 2024

17. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Laura Kruse supported this idea  ·  Apr 19, 2024

18. Impact Investing

    17 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Laura Kruse supported this idea  ·  Nov 17, 2023

19. investment strategy: option set a dollar amount

    17 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laura Kruse supported this idea  ·  Nov 17, 2023

20. Bulk Make Student Grantee/Payee

    16 votes

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    3 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Laura Kruse commented  ·  Nov 2, 2023  ·  Edit…  ·  Delete…

    This is currently possible with the scholarship import currently. There is a column that says "make student payee". If this were able to also be done in the "new" bucket it would be amazing. It also does NOT make the student a grantee which is ideal but still allows the payment to go out to the student from the scholarship.

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    Laura Kruse shared this idea  ·  Oct 5, 2023