Settings and activity

9 results found

1. Option for household changes to populate individual profiles linked to household

   30 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Mar 7, 2022

2. Custom Reports: Opportunity Tasks & Notes

   59 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Oct 22, 2021

3. Recurring Grant: Calendar End Date Option

   36 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Oct 6, 2021

4. Bank reconcile - approvals and log

   128 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Aug 26, 2021

5. Link one note to multiple profiles or funds

   43 votes

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

   
   

   Keely Gilliland supported this idea  ·  Jul 22, 2021

6. Make Opportunity Type Inactive

   27 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

   
   

   Keely Gilliland supported this idea  ·  Jan 22, 2021

7. export task notes

   13 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

   
   

   Keely Gilliland supported this idea  ·  Jan 22, 2021

8. salutation/mailing label auto fill

   23 votes

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

   
   

   Keely Gilliland supported this idea  ·  Nov 17, 2020

9. Notes: Collapse list to show most recent with ability to show all

   48 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Nov 17, 2020