Settings and activity

11 results found

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

   29 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. Donor/Fund Advisor Portal Donate Tab

   36 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Mar 7, 2022

3. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

   21 votes

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   3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks).  This will connect some of the fields you are requesting, but it does not include notes.

   Keely Gilliland supported this idea  ·  Oct 22, 2021

4. Campaigns and Opportunities Flag When Entering Donation

   47 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Oct 22, 2021

5. Recurring Grant: Calendar End Date Option

   29 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Oct 6, 2021

6. Bank reconcile - approvals and log

   123 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Keely Gilliland supported this idea  ·  Aug 26, 2021

7. Link one note to multiple profiles or funds

   41 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

   
   

   Keely Gilliland supported this idea  ·  Jul 22, 2021

8. 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

9. 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

10. 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

11. 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