Settings and activity

103 results found

1. Link Tasks to the Stages in Opportunities

   18 votes

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

   
   

   Jesika Ellis supported this idea  ·  May 04, 2023

2. Search by check number

   20 votes

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

   
   

   Jesika Ellis supported this idea  ·  May 03, 2023

3. AP voucher line order should stay in order of entry

   34 votes

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   2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jesika Ellis supported this idea  ·  May 03, 2023

4. voucher description

   16 votes

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   0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jesika Ellis supported this idea  ·  May 03, 2023

5. Credit card acknowledgement tax receipt for events

   14 votes

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

   
   

   Jesika Ellis supported this idea  ·  May 03, 2023

6. Add back Campaign Profile Filters!

   18 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

   
   

   Jesika Ellis supported this idea  ·  May 03, 2023

7. Note block view and sizing s/b across full screen.

   17 votes

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

   
   

   Jesika Ellis supported this idea  ·  May 03, 2023

8. New profile change - updating addresses

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  May 03, 2023

9. Enable Two-Factor Authentication via Text Message

   78 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis commented  ·  April 21, 2023  ·  Edit…  ·  Delete…

   Agreed - we do not want to compel staff to download and use an app for 2FA. Verification code-by-text would be ideal!!

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   Jesika Ellis supported this idea  ·  April 21, 2023

10. New hire training videos that I could assign upon hire

    20 votes

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

    
    

    Jesika Ellis supported this idea  ·  April 10, 2023

11. Spendable distributions scheduling

    14 votes

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

    
    

    Jesika Ellis supported this idea  ·  April 10, 2023

12. Add # of Gifts field to Profile reports

    39 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

    
    

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    Jesika Ellis commented  ·  March 27, 2023  ·  Edit…  ·  Delete…

    I beg you to make this happen! We know a count is possible, as it's a column in the donor report.

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    Jesika Ellis supported this idea  ·  March 27, 2023

13. Fund Advisor Bulk Edits

    29 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  March 27, 2023

14. Separate Unlink Fund Profile from Delete Profile Permission

    12 votes

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

    
    

    Jesika Ellis supported this idea  ·  March 27, 2023

15. profile search

    19 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

    
    

    Jesika Ellis supported this idea  ·  March 15, 2023

16. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    132 votes

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

    
    

    Jesika Ellis supported this idea  ·  February 17, 2023

17. Keep Attached Files When Tributes Merge

    15 votes

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

    
    

    Jesika Ellis supported this idea  ·  February 17, 2023

18. 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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    Jesika Ellis supported this idea  ·  February 17, 2023

19. NEW GRANT LETTER PROCESS: Date Stamp for Process Documents in Batch

    13 votes

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

    
    

    Jesika Ellis supported this idea  ·  February 17, 2023

20. Increase character count in grant description field

    18 votes

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

    
    

    Jesika Ellis supported this idea  ·  February 17, 2023