Settings and activity

65 results found

1. Pay Email Address for EFT Grant Notifications

   78 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Dec 8, 2023

2. Opportunity Task Workflow

   50 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

   
   

   Sally Weldon supported this idea  ·  Aug 21, 2023

3. Add # of Gifts field to Profile reports

   43 votes

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

   
   

   Sally Weldon supported this idea  ·  Aug 21, 2023

4. Profile changes (ex: name, address) should not update historical information.

   53 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

   
   

   Sally Weldon supported this idea  ·  Aug 8, 2023

5. 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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   Sally Weldon supported this idea  ·  Aug 2, 2023

6. Add back Campaign Profile Filters!

   20 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

   
   

   Sally Weldon supported this idea  ·  Aug 2, 2023

7. Add campaign categories as a filter and field in custom reports

   25 votes

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

   
   

   Sally Weldon supported this idea  ·  Aug 2, 2023

8. bulk upload

   21 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

   
   

   Sally Weldon supported this idea  ·  Jul 28, 2023

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

   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sally Weldon commented  ·  Jul 5, 2023  ·  Edit…  ·  Delete…

   and these other fields too- basically if we can enter data into a field please have it available on the custom report menu:
   Scholarships
   Last Login Date
   Request Confirmation Email

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   Sally Weldon supported this idea  ·  Aug 29, 2022
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   Sally Weldon commented  ·  Aug 29, 2022  ·  Edit…  ·  Delete…

   We have to use access reports to combine the two files based on the profile ID concatenated with the fund id and an underscore between them as the join fields. Maybe engineering can do something similar with the database reporting. And while they are at it they can add the additional tab fields to both this report and the Fund Advisor custom reporting. Split Interest, Voucher, Invoice, and Donate .

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10. payment date

    31 votes

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

    
    

    Sally Weldon supported this idea  ·  Jun 2, 2023

11. Allow editing a custom report name, description or sharing without having to save as a different report

    26 votes

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

    
    

    Sally Weldon shared this idea  ·  May 12, 2023

12. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    28 votes

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

    
    

    Sally Weldon supported this idea  ·  May 3, 2023

13. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Feb 1, 2023

14. Multiple contacts for Organizations

    45 votes

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

    
    

    Sally Weldon supported this idea  ·  Jul 21, 2022

15. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    36 votes

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

    
    

    Sally Weldon supported this idea  ·  Jul 21, 2022

16. History of Fund Advisors for a Fund

    45 votes

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

    
    

    Sally Weldon supported this idea  ·  Jul 21, 2022

17. Docusign Integration

    143 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Jul 21, 2022

18. Turn off notifications when deactivating CSuite user

    41 votes

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

    
    

    Sally Weldon supported this idea  ·  May 19, 2022

19. Change Fund Group at a Point in Time

    97 votes

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

    
    

    Sally Weldon supported this idea  ·  May 19, 2022

20. If Then logic custom reports

    23 votes

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

    
    

    Sally Weldon supported this idea  ·  Apr 12, 2022