Settings and activity

17 results found

1. Positive Pay Export

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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

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

   2 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

3. email - integration with Outlook

   85 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

4. Reports: Freeze the column headers

   51 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

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

   54 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

6. 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

7. Recurring Alerts on Home Menu

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   100 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

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

   79 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

9. Indicate required fields with an asterisk

   87 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

10. Custom Reports: Opportunity Tasks & Notes

    95 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

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

    215 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

12. 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

13. Custom Field on Notes

    37 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

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

    62 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

15. 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

16. 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

17. One Log In Across Foundant Platforms

    224 votes

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