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24 results found

  1. Combine credit card fees with the donation amount

    106 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Carrie Berdan supported this idea  · 

  2. Custom Report Filter: "AND" "OR" logic within one filter

    36 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Carrie Berdan commented  · 

    I agree! Similarly, when we run our annual reports, we are wondering if we can add "if/then" or maybe in this case "and/or" statements with custom reports for pulling campaigns. Example, we have the trifecta for two partners and their household profile. Each partner has been an individual donor and they have given as a household, but they only need 1 annual report, so they aren't getting 3 annual reports mailed to the same address, but they all pulled from different filters or criteria. "If profile has same address in household and individual, only send to household profile address."

    Carrie Berdan supported this idea  · 

  3. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    12 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Carrie Berdan supported this idea  · 

  4. Campaigns: Option to import profile list

    5 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Carrie Berdan supported this idea  · 
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    Carrie Berdan commented  · 

    I am creating a new campaign and I have a CSV (Excel) spreadsheet of names to invite to the campaign. I already know these individuals are already in Foundant, but I want to import them to this specific campaign. I think it would be incredibly helpful to be able to import profiles to a specific campaign similarly to how you can import a spreadsheet of profiles newly into Foundant. The batch adding of profiles through reports would not work in my case, because I am not sure what filter would work to capture all of these profiles, I just know they are all already in Foundant.

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