Settings and activity

124 results found

1. Add # of Gifts field to Profile reports

   40 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  ·  Mar 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  ·  Mar 27, 2023

2. Fund Advisor Bulk Edits

   37 votes

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

3. Separate Unlink Fund Profile from Delete Profile Permission

   15 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  ·  Mar 27, 2023

4. profile search

   29 votes

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

   
   

   Jesika Ellis supported this idea  ·  Mar 15, 2023

5. Keep Attached Files When Tributes Merge

   19 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  ·  Feb 17, 2023

6. Indicate required fields with an asterisk

   63 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 17, 2023

7. Increase character count in grant description field

   20 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 17, 2023

8. Combine credit card fees with the donation amount

   115 votes

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

   
   

   Jesika Ellis supported this idea  ·  Feb 17, 2023

9. Linking profiles to funds- multiple links at a time

   58 votes

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

   
   

   Jesika Ellis supported this idea  ·  Feb 17, 2023

10. Profile Types & Permissions

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  Nov 28, 2022  ·  Edit…  ·  Delete…

    Truly, this is so desperately needed for any Foundations managing a database for many different levels of staff. Please separate Edit and Create permissions for any and all coding or labeling options throughout CSuite!

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    Jesika Ellis supported this idea  ·  Nov 28, 2022

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

    57 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

    
    

    Jesika Ellis supported this idea  ·  Nov 15, 2022

12. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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

    
    

    Jesika Ellis supported this idea  ·  Sep 29, 2022

13. Beneficiary "On hold" or Inactive

    16 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  ·  Sep 29, 2022

14. internal grant upload

    48 votes

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    10 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  ·  Sep 26, 2022

15. Color code outward facing fields

    57 votes

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

    
    

    Jesika Ellis supported this idea  ·  Sep 22, 2022

16. Make Opportunity Type Inactive

    27 votes

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

    
    

    Jesika Ellis supported this idea  ·  Sep 2, 2022

17. Opportunity Pop Up Notification

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    27 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  ·  Sep 2, 2022

18. Attached files sorted most recent at the top (or options to select sort).

    40 votes

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

    
    

19. Financials: fund balance (show $0 balance funds)

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Aug 17, 2022

20. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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