Settings and activity

43 results found

1. Recurring Donation - give donors option to end or change amount on portal

   140 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Patty Freburg supported this idea  ·  April 11, 2024

2. Email Tax Receipt Preview

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Patty Freburg supported this idea  ·  April 10, 2024

3. online donations creating new profiles each time

   47 votes

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

   
   

   Patty Freburg supported this idea  ·  April 10, 2024

4. Pay Email Address for EFT Grant Notifications

   43 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Patty Freburg supported this idea  ·  April 10, 2024

5. investment performance

   16 votes

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

   
   

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   Patty Freburg commented  ·  April 02, 2024  ·  Edit…  ·  Delete…

   Information from the Investment manager is only going to give the whole picture that includes all funds, we would like to see the rate of return by fund.

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   Patty Freburg supported this idea  ·  April 02, 2024

6. Include Custom Fields in "Add Financial Filter".

   41 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Patty Freburg supported this idea  ·  October 24, 2023

7. New profile change - updating addresses

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Patty Freburg supported this idea  ·  October 03, 2023

8. A notification to your email when an email bounces back in the system.

   38 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Patty Freburg supported this idea  ·  October 02, 2023

9. Fund Advisor Portal Enhancements Please

   148 votes

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   Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Patty Freburg supported this idea  ·  October 02, 2023

10. Add campaign categories as a filter and field in custom reports

    19 votes

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

    
    

    Patty Freburg supported this idea  ·  September 28, 2023

11. Add Campaign to internal grant

    17 votes

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

    
    

    Patty Freburg supported this idea  ·  September 28, 2023

12. Balance Swap Account Filter shows closed accounts

    16 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

    
    

    Patty Freburg supported this idea  ·  September 28, 2023

13. new profile

    26 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

    
    

    Patty Freburg supported this idea  ·  September 28, 2023

14. chat box

    21 votes

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

    
    

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    Patty Freburg commented  ·  September 28, 2023  ·  Edit…  ·  Delete…

    I agree that it sure would be nice.

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    Patty Freburg supported this idea  ·  September 28, 2023

15. Files - Report when there is NOT a file attached (NULL)

    14 votes

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

    
    

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    Patty Freburg commented  ·  September 28, 2023  ·  Edit…  ·  Delete…

    Useful when preparing for audit

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    Patty Freburg supported this idea  ·  September 28, 2023

16. Profile changes (ex: name, address) should not update historical information.

    48 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

    
    

    Patty Freburg supported this idea  ·  September 28, 2023

17. tax receipts downloaded in word

    21 votes

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

    
    

    Patty Freburg supported this idea  ·  September 06, 2023

18. grant request ein

    19 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Patty Freburg supported this idea  ·  September 06, 2023

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

    30 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

    
    

    Patty Freburg supported this idea  ·  September 06, 2023

20. edit voucher description

    14 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

    
    

    An error occurred while saving the comment
    Patty Freburg commented  ·  September 06, 2023  ·  Edit…  ·  Delete…

    I agree, and would add that those changes need to show up on the log for the voucher

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    Patty Freburg supported this idea  ·  September 06, 2023