Settings and activity

139 results found

1. Bring back counts in Fund Statement generation

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   14 votes

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

   
   

   Michele Jeican supported this idea  ·  May 8, 2023

2. Sending emails in csuite

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   12 votes

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   1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   A rich text editor was released on 9/12/2024. Here is the release note:

   Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

   Michele Jeican supported this idea  ·  May 8, 2023

3. Blank Tabs grayed out or different color

   21 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

   
   

   Michele Jeican supported this idea  ·  May 8, 2023

4. HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)

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   15 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

   
   

   Michele Jeican supported this idea  ·  May 8, 2023

5. Task Email Reminder to include task description

   13 votes

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

   
   

   Michele Jeican supported this idea  ·  Mar 22, 2023

6. Grant Letters - Need Ability to Customize Process & Edit Letters

   70 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 10, 2023

7. text communication to student applicants

   26 votes

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   3 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michele Jeican supported this idea  ·  Feb 8, 2023

8. 1099-R - IRS 1099 Field in Account Section

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Jan 30, 2023

9. Select Share Document [Yes/No] when uploading a file

   24 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Jan 20, 2023

10. Add option to create a letter from a profile

    47 votes

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

    
    

    Michele Jeican supported this idea  ·  Jan 20, 2023

11. ApplePay, PayPal, Venmo integration

    47 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michele Jeican supported this idea  ·  Jan 17, 2023

12. Grant Letter emails should be included in an organization's email history!

    18 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Jan 17, 2023

13. 990 Report - Option to filter to DAF

    14 votes

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

    
    

    Michele Jeican supported this idea  ·  Jan 17, 2023

14. grant type guidestar

    50 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 29, 2022

15. Report on 1st time donors to a fund, including fund advisors

    15 votes

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

    
    

    Michele Jeican supported this idea  ·  Dec 28, 2022

16. Indicate required fields with an asterisk

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 12, 2022

17. fund balance on fund history page

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Nov 30, 2022

18. Sync attachments in csuite and glm

    28 votes

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

    
    

    Michele Jeican supported this idea  ·  Nov 28, 2022

19. Merge Templates: Field Codes for Evaluation Forms

    13 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michele Jeican supported this idea  ·  Nov 23, 2022

20. Fiscal Sponsorships/Sponsored Orgs

    31 votes

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

    
    

    Michele Jeican supported this idea  ·  Nov 14, 2022