Settings and activity

24 results found

1. Sync Sandbox with Live

   28 votes

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

   
   

   Jeanette Wilson supported this idea  ·  Sep 25, 2025

2. Memo for recurring vouchers

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Sep 25, 2025

3. Last Donation Date does not reflect accurate last gift date

   116 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

4. Combine credit card fees with the donation amount

   120 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

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   Jeanette Wilson supported this idea  ·  Jun 12, 2025

5. Docusign Integration

   144 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

6. board portal

   204 votes

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

   
   

   Jeanette Wilson supported this idea  ·  Jun 12, 2025

7. Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

8. Check register to include all check numbers, even "combined' checks

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

9. ACH payments out: add content to email

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

10. Portal: ACH Option

    121 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Jun 12, 2025

11. Positive Pay Export - Add Option to Include ACH and Electronic Checks

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Jeanette Wilson shared this idea  ·  Apr 24, 2025

12. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Apr 24, 2025

13. Reports: Freeze the column headers

    56 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

14. Portal: Display donor mailing label or recognition name instead of name

    62 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

15. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

16. Recurring Alerts on Home Menu

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    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

17. Formatting for "Amount" fields in all Content areas

    89 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

18. Indicate required fields with an asterisk

    106 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

19. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

20. Login As --Removes user's existing login

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025