Settings and activity

4 results found

1. Import Payments

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Peter Atkins supported this idea  ·  Jul 3, 2024

2. FA Donation notifications should include tribute information

   65 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Peter Atkins supported this idea  ·  Mar 26, 2024

3. Add a receipt interval to the recurring donation setup

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Peter Atkins shared this idea  ·  Mar 6, 2024

4. Household opportunities should show on Individual profiles

   56 votes

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

   
   

   Peter Atkins supported this idea  ·  Oct 30, 2023