Settings and activity

85 results found

1. FA Donation notifications should include tribute information

   31 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

2. Batch Donation Notify and Grant Notify Emails

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

3. User Sign In: Always include "Forgot Password" link on login page

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   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

4. Capacity to tag additional profiles in notes

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

5. Donation Portal: Filter/Search Funds

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

6. Profile Type descriptions

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

7. Tributes sent - should be in the logs for the profile receiving the notification

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

8. Email Tax Receipt Preview

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

9. Multiple Email Options for Communications

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Apr 19, 2024

10. Changes to Approvers (Grants / Vouchers) Recorded in Fund Log

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024

11. Donation Portal Tribute Uppercase/Lowercase

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024

12. Multiple note types on one note

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024

13. Data Visualization/Customizable Dashboards

    10 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024

14. Allow notes to be added to closed funds

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024

15. Fund Balance Check on Grant Posting

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Jessica Renfro shared this idea  ·  Apr 16, 2024

16. Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro shared this idea  ·  Apr 15, 2024

17. Default Grant Sort

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jessica Renfro shared this idea  ·  Mar 22, 2024

18. Option to not show donation amount in graphs on donor advisor portal

    9 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Feb 6, 2024

19. Admin Fee Report in Funds

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Jessica Renfro shared this idea  ·  Jan 29, 2024

20. Ability to Change Non-Notify Tribute Details

    14 votes

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

    
    

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    Jessica Renfro commented  ·  Jan 9, 2024  ·  Edit…  ·  Delete…

    Yes, please! I also noticed the non-notify tributes aren't showing up on Stripe tax receipts that are auto-emailed. An October release note says this was resolved, but I don't see a field that will populate the non-notify info. onto an auto-emailed tax receipt. It looks to me like you have to convert it into a regular/notify tribute first and then manually re-send. In addition to Michelle's request above, please allow non-notify tribute info. to show on Stripe tax receipts!!

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    Jessica Renfro supported this idea  ·  Jan 9, 2024