Settings and activity

37 results found

1. Add "Primary" Fund Advisor as Reportable Field

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   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Oct 25, 2024

2. Ability to edit labels in WORD doc

   17 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Oct 25, 2024

3. Board Portal Option

   28 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Oct 25, 2024

4. Household Donations on Donor Portal

   32 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Oct 25, 2024

5. Custom Field on Notes

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Oct 25, 2024

6. Login As --Removes user's existing login

   46 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Oct 25, 2024

7. List cart - change button names

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jenny Praytor shared this idea  ·  Oct 25, 2024

8. Files - Report when there is NOT a file attached (NULL)

   15 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

   
   

   Jenny Praytor supported this idea  ·  Apr 30, 2024

9. Capacity to tag additional profiles in notes

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Apr 30, 2024

10. email - integration with Outlook

    70 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Apr 30, 2024

11. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Apr 30, 2024

12. Add ability to link Opportunity to a Profile that served as a referral

    31 votes

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

    
    

    Jenny Praytor supported this idea  ·  Apr 30, 2024

13. Opportunity Task Workflow

    42 votes

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

    
    

    Jenny Praytor supported this idea  ·  Apr 30, 2024

14. Household opportunities should show on Individual profiles

    56 votes

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

    
    

    Jenny Praytor supported this idea  ·  Apr 30, 2024

15. Same Beneficiary, Different Purpose

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Apr 30, 2024

16. Multiple Advisors on one grant

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Apr 30, 2024

17. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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

    
    

    Jenny Praytor supported this idea  ·  Apr 30, 2024

18. Send auto email to FA's with unsubmitted grants in cart

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Apr 3, 2024

19. online donations creating new profiles each time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Jenny Praytor supported this idea  ·  Jan 24, 2024

20. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Jan 24, 2024