Settings and activity

15 results found

1. Reports: Freeze the column headers

   49 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

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

   45 votes

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

3. profiles: display relationship and engagement tab numbers

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   68 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

4. Recurring Alerts on Home Menu

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   98 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

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

   63 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

6. Indicate required fields with an asterisk

   77 votes

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

7. Custom Reports: Opportunity Tasks & Notes

   77 votes

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

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

   192 votes

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   Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Feb 3, 2025

9. Viewing all notes for a Household profile and any members

   20 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

   
   

   Jeanette Wilson supported this idea  ·  Feb 3, 2025

10. Create ability to attach files to a note

    106 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

11. Custom Field on Notes

    35 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

12. Expand capability of "add note to CSuite" Outlook integration

    53 votes

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

13. Report Filtering

    6 votes

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

14. Subfund Filtering on Financial Report without needing to show subfunds

    11 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

15. One Log In Across Foundant Platforms

    223 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Jeanette Wilson commented  ·  Jan 19, 2024  ·  Edit…  ·  Delete…

    Good point - I had to go through multiple steps to get to here because I forgot my password!

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    Jeanette Wilson supported this idea  ·  Jan 12, 2023