Settings and activity

38 results found

1. investment strategy: option set a dollar amount

   14 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Dean Busack supported this idea  ·  April 08, 2022

2. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   16 votes

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

   
   

   Dean Busack supported this idea  ·  April 08, 2022

3. Fund statements - sort by fund advisor or fund

   29 votes

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

   
   

   Dean Busack supported this idea  ·  April 08, 2022
   An error occurred while saving the comment
   Dean Busack commented  ·  April 08, 2022  ·  Edit…  ·  Delete…

   It seems that the sort order has changed recently. Now it is sorted by fund? Please give us the option to choose the sort order!

   Save Submitting...

4. Allow fund advisors to run fund statements on portal

   55 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Dean Busack supported this idea  ·  April 08, 2022

5. Public Securities Donations To Multiple Funds

   29 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Dean Busack supported this idea  ·  January 05, 2022

6. stock gift entry - import, update description and entry order

   108 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Dean Busack supported this idea  ·  December 27, 2021

7. Edit Profile Payments

   15 votes

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

   
   

   Dean Busack supported this idea  ·  December 06, 2021

8. payment date

   22 votes

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

   
   

   Dean Busack supported this idea  ·  December 06, 2021

9. Donations: change fund

   58 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Dean Busack supported this idea  ·  December 06, 2021

10. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Dean Busack supported this idea  ·  July 26, 2021

11. Recurring Donations Communication to Donors

    52 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Dean Busack supported this idea  ·  July 26, 2021

12. Bank reconcile - approvals and log

    114 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Dean Busack supported this idea  ·  June 08, 2021

13. quick voucher

    5 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Dean Busack shared this idea  ·  November 18, 2020

14. salutation/mailing label auto fill

    18 votes

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

    
    

    Dean Busack supported this idea  ·  July 23, 2020

15. 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

    
    

    Dean Busack supported this idea  ·  April 01, 2020

16. Back and Forward Button

    56 votes

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

    
    

    Dean Busack supported this idea  ·  March 17, 2020

17. Navigation - Add Save option to left side menu

    47 votes

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

    
    

    Dean Busack supported this idea  ·  March 02, 2020

18. fund statement Advisor Name

    30 votes

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

    
    

    Dean Busack supported this idea  ·  March 02, 2020