Settings and activity

103 results found

1. Fund Statement Template Fields: add all account types

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  January 06, 2022

2. Batch update "Do not email"

   27 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  November 05, 2021

3. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   31 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  ·  November 05, 2021

4. Donations: change fund

   58 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  November 05, 2021

5. Recurring Donations Communication to Donors

   52 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  November 05, 2021

6. Bank reconcile - approvals and log

   114 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  November 05, 2021

7. Login for Donors, without a fund.

   13 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  September 02, 2021

8. payment date

   22 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  ·  September 02, 2021

9. notes by date

   14 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

   
   

   Jesika Ellis supported this idea  ·  September 02, 2021

10. inactive users - remove from assign to task list

    24 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

    
    

    Jesika Ellis supported this idea  ·  September 02, 2021

11. Filter by TOTAL Donations in Donor Report

    22 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

    
    

    Jesika Ellis supported this idea  ·  September 02, 2021

12. Donation Notes - viewable in donation history

    43 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  September 02, 2021

13. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    • 

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  September 02, 2021

14. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    19 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  ·  May 11, 2021  ·  Edit…  ·  Delete…

    Just another plug for this!

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    Jesika Ellis shared this idea  ·  April 21, 2021

15. Option for household changes to populate individual profiles linked to household

    27 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 11, 2021

16. export task notes

    13 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

    
    

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    Jesika Ellis commented  ·  April 20, 2021  ·  Edit…  ·  Delete…

    I second this! We are just now beginning to think about reporting from Opportunities, and while I can create a *mostly* usable Custom Report for Tasks, there is NO NOTES column? There is not.

    If the Opp Tasks have a Note functionality at completion, is that Note not part of the Task itself, and couldn't/shouldn't it be shown for export? We could really use this!

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    Jesika Ellis supported this idea  ·  April 20, 2021

17. Donor portal: Add a required check box when submitting a grant to confirm Grant Eligibility

    29 votes

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

    This is a June release :) 

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    Jesika Ellis commented  ·  April 16, 2021  ·  Edit…  ·  Delete…

    We added this language in the same place as Helen - in System Data>Content>grant_request_submit_footer

    This shows up as a text block above the Submit Request button.

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18. File Organization in Donor Portal

    97 votes

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

    
    

    Jesika Ellis supported this idea  ·  March 12, 2021

19. Folders for Reports

    86 votes

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

    
    

    Jesika Ellis supported this idea  ·  March 12, 2021

20. Hide amounts in Donor Portal as a single checkbox choice in Settings

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis shared this idea  ·  March 09, 2021