Settings and activity

85 results found

1. Add Non-Notify Tribute Name to Contribution information on the Fund 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  ·  Jan 9, 2024

2. Event campaigns - adding fund advisor ability to view in portal

   7 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro commented  ·  Jan 8, 2024  ·  Edit…  ·  Delete…

   Yes please! Also reposting this as a comment here since it was recently archived but would still be a super helpful improvement...

   Fund Advisors should be able to at least view (if not manage/edit) Campaigns attached to their funds. We facilitate events to some degree for our clients, but don't manage the day to day planning, RSVP list, etc. As it is, we have to provide them a guest list manually. They prefer to use other systems like Event Brite, etc., since they have much more control. When they do, we have to manually enter their ticket sales income... The real benefit of the Campaign system for us would be to empower clients to run their own events!

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   Jessica Renfro supported this idea  ·  Jan 8, 2024

3. Change Log back to detail it used to provide

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jessica Renfro shared this idea  ·  Dec 21, 2023

4. Clean Up Idea Lab

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Dec 20, 2023

5. Log for Online Grant Requests Before Creating the Grant

   22 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Dec 12, 2023

6. Household opportunities should show on Individual profiles

   42 votes

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

   
   

   Jessica Renfro supported this idea  ·  Nov 20, 2023

7. 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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   Jessica Renfro supported this idea  ·  Nov 20, 2023

8. Closed Funds should appear in Red in Relationships tab

   71 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Nov 20, 2023

9. 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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   Jessica Renfro supported this idea  ·  Nov 20, 2023

10. Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab

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    11 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Nov 1, 2023

11. Profile Merge should include all fields

    80 votes

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

    
    

    Jessica Renfro supported this idea  ·  Nov 1, 2023

12. Merge profile should not lose Steward or Engagement Strategy from the older profile

    16 votes

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

    
    

    Jessica Renfro supported this idea  ·  Nov 1, 2023

13. Search by check number

    20 votes

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

    
    

    Jessica Renfro supported this idea  ·  Nov 1, 2023

14. Change "no-reply@fcsuite.com" to Default Email Reply To

    33 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro commented  ·  Oct 27, 2023  ·  Edit…  ·  Delete…

    Yes! An issue with a donor's email filtering out this no-reply@fcsuite.com address just came up again for us today. Thanks for considering this idea!

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    Jessica Renfro supported this idea  ·  Sep 15, 2022

15. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    21 votes

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

    
    

    Jessica Renfro supported this idea  ·  Oct 26, 2023

16. Fund statements

    127 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Sep 18, 2023

17. Allow editing a custom report name, description or sharing without having to save as a different report

    22 votes

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

    
    

    Jessica Renfro supported this idea  ·  Aug 10, 2023

18. Link one note to multiple profiles or funds

    33 votes

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

    
    

    Jessica Renfro supported this idea  ·  May 10, 2023

19. Opportunity Tasks Notes Need to Show Up on the Fund

    27 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

    
    

    Jessica Renfro supported this idea  ·  May 10, 2023

20. notes

    14 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

    
    

    Jessica Renfro supported this idea  ·  May 10, 2023