Settings and activity

54 results found

1. GLM/SLM changes syncing with csuite profiles

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sally Weldon commented  ·  April 03, 2024  ·  Edit…  ·  Delete…

   Any automated process should have some kind of log or report we can review. We are finding duplicated addresses from this process, because of our standards for entering addresses, the GLM merge adds an additional address record in CSuite, just a bit different from the existing.

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   Sally Weldon supported this idea  ·  April 03, 2024

2. Make Suggested Donation Levels Customizable for Affiliate/Supporting Org Donation Portals

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  March 18, 2024

3. Favorite Custom Reports

   30 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

   
   

   Sally Weldon supported this idea  ·  December 08, 2023

4. Rename Unsubmitted Grant Requests to Grant Cart

   36 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  December 08, 2023

5. Fund Advisor: Make Password visible

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  December 08, 2023

6. Last Donation Date does not reflect accurate last gift date

   81 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sally Weldon commented  ·  December 08, 2023  ·  Edit…  ·  Delete…

   Yikes, I haven't used the "roll up" reporting for our donor lists for AR and Newsletter mailing lists - happy I haven't. I was thinking it may be easier than sorting HH records and individual records based on donation date. IMHO: This isn't an IDEA this is a product flaw. Anyone who needs this roll up donation report to be accurate for donation date should send an email to support.

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   Sally Weldon supported this idea  ·  December 08, 2023

7. 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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   Sally Weldon supported this idea  ·  December 08, 2023

8. 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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   Sally Weldon commented  ·  October 17, 2023  ·  Edit…  ·  Delete…

   we just leave open a browser tab with the chat in it and open new tabs to continue to work, if you want a work around before this is implemented

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9. Tribute donations messages

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   30 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  September 21, 2023

10. Fund statements

    127 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  September 21, 2023

11. Grant Letter emails should be included in an organization's email history!

    13 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Weldon commented  ·  September 18, 2023  ·  Edit…  ·  Delete…

    we have Fund Advisor emails tracked for Fund Statements, Grant and Donation Notifications. Tax Receipts for Donations emails. We would like to include emails to Grantees with these other emails that are already logged.”…

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    Sally Weldon supported this idea  ·  September 18, 2023

12. Opportunity Task Workflow

    30 votes

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

    
    

    Sally Weldon supported this idea  ·  August 21, 2023

13. Add # of Gifts field to Profile reports

    39 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

    
    

    Sally Weldon supported this idea  ·  August 21, 2023

14. 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

    
    

    Sally Weldon supported this idea  ·  August 08, 2023

15. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  August 03, 2023

16. Select Share Document [Yes/No] when uploading a file

    21 votes

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

    
    

    Sally Weldon supported this idea  ·  August 02, 2023

17. Add back Campaign Profile Filters!

    18 votes

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

    
    

    Sally Weldon supported this idea  ·  August 02, 2023

18. 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

    
    

    Sally Weldon supported this idea  ·  August 02, 2023

19. Campaigns Without Tickets for Online Donations

    75 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  August 02, 2023

20. bulk upload

    10 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

    
    

    Sally Weldon supported this idea  ·  July 28, 2023