Settings and activity

12 results found

1. Items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Judy shared this idea  ·  Feb 24, 2025

2. Indicate required fields with an asterisk

   104 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Judy supported this idea  ·  Feb 24, 2025

3. Formatting for "Amount" fields in all Content areas

   87 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Judy supported this idea  ·  Feb 24, 2025

4. 1099 - Add Mailing Address to Report

   52 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Judy supported this idea  ·  Feb 24, 2025

5. Tribute bucket shows number of tributes needing to be sent in parentheses

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   34 votes

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

   
   

   Judy supported this idea  ·  Feb 13, 2024

6. display future year's spendable amount on fund statement

   38 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Judy commented  ·  Jan 31, 2024  ·  Edit…  ·  Delete…

   At year-end, is there a field that is or could be made available in the fund statement template that will pull the calculated spendable for the upcoming year for each fund? Right now I use a custom field and bulk update.

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   Judy supported this idea  ·  Jan 31, 2024

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

   
   

   Judy supported this idea  ·  Jul 11, 2023

8. Add # of Gifts field to Profile reports

   44 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

   
   

   Judy supported this idea  ·  Jul 11, 2023

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

   59 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Judy supported this idea  ·  Jul 11, 2023

10. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Judy supported this idea  ·  Jan 31, 2023
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    Judy commented  ·  Jan 31, 2023  ·  Edit…  ·  Delete…

    Option to print yearly tax receipts as a WORD document instead of just PDF.

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11. Change Fund Group at a Point in Time

    97 votes

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

    
    

    Judy supported this idea  ·  Sep 7, 2022

12. Make spendables a field in both the Fund Summary dashboard and the custom reports

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Judy supported this idea  ·  Jun 9, 2020