Settings and activity

192 results found

1. Custom Field in Tasks

   16 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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

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

   12 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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

3. Add Profile Fund Category to Fund Advisor Fund Custom Report

   28 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 25, 2023

4. Sync attachments in csuite and glm

   19 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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

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

   30 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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

6. Profiles: required fields - visually display which fields

   30 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 25, 2023

7. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

   22 votes

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   1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

8. Custom Fields on Scholarship Record - NOT just on Scholarship Award

   18 votes

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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

9. Add Details under Recurring Grants on Donor Portal

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   36 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 25, 2023

10. Add Permission to View ACH Details in Profiles

    34 votes

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

    
    

    David Weisz supported this idea  ·  Jan 25, 2023

11. 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

    
    

    David Weisz supported this idea  ·  Jan 25, 2023

12. Profile Types & Permissions

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jan 25, 2023

13. Financial report fund filters

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jan 25, 2023

14. Include Custom Fields in "Add Financial Filter".

    42 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jan 25, 2023

15. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jan 25, 2023

16. Custom Reports: Multiple Filters

    107 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jan 25, 2023

17. Secure option to obtain ACH information

    153 votes

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    Under Consideration  ·  9 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jan 25, 2023

18. Meal Requests with campaign

    16 votes

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

    
    

    David Weisz supported this idea  ·  Oct 7, 2022

19. General Ledger Search- From>To Accounts

    21 votes

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

    
    

    David Weisz supported this idea  ·  Oct 7, 2022

20. Separate the closing of the last period of the year from the closing of the year

    50 votes

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

    
    

    David Weisz supported this idea  ·  Sep 23, 2022