Settings and activity

20 results found

1. Option to display image on fund in giving hub

   11 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   In Portal Options>Giving Hub Settings> select edit. There is an option to display fund image. If an image is on a fund record it will display. I assume this request is for the Portal?

   Julie Matthews supported this idea  ·  Oct 17, 2024

2. Household Donations on Donor Portal

   30 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Matthews supported this idea  ·  Oct 17, 2024

3. Custom fields available to sync when merging profiles

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Matthews supported this idea  ·  Jul 9, 2024

4. Keep Attached Files When Tributes Merge

   18 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

   
   

   Julie Matthews supported this idea  ·  Mar 26, 2024

5. Tribute search

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Julie Matthews supported this idea  ·  Mar 26, 2024

6. Online Donations: Setting to disable auto receipt when a tribute is included

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Julie Matthews supported this idea  ·  Mar 26, 2024

7. Please make new tributes default to private

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Julie Matthews supported this idea  ·  Mar 26, 2024

8. Ability to Change Non-Notify Tribute Details

   20 votes

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

   
   

   Julie Matthews supported this idea  ·  Mar 26, 2024

9. date format

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Matthews shared this idea  ·  Mar 7, 2024

10. Numbers Formatting

    18 votes

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

    
    

    Julie Matthews supported this idea  ·  Mar 7, 2024

11. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Matthews supported this idea  ·  Mar 7, 2024

12. address type - apply to all linked profiles

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    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Matthews supported this idea  ·  Mar 7, 2024

13. new profile

    28 votes

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

    
    

    Julie Matthews supported this idea  ·  Mar 7, 2024

14. Merge suggestion should automatically be removed when an individual is added to household

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Matthews supported this idea  ·  Mar 7, 2024

15. Profile changes (ex: name, address) should not update historical information.

    54 votes

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

    
    

    Julie Matthews supported this idea  ·  Mar 7, 2024

16. birthday - option to not include year

    90 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Matthews supported this idea  ·  Mar 7, 2024
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    Julie Matthews commented  ·  Mar 7, 2024  ·  Edit…  ·  Delete…

    We use 1500 when we don't know the year. That has helped.

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17. profile type - add note option

    6 votes

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

    
    

    Julie Matthews shared this idea  ·  Jan 18, 2024
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    Julie Matthews commented  ·  Oct 10, 2023  ·  Edit…  ·  Delete…

    Would be great if there was a notes section on profile type. That way you can document what the profile type should be used for. For example - on the profile type we created of 'guidance counselors', we could have a note that it is only used for high schools so that it is not used for our middle schools. We would then be able to pull the profiles with the guidance counselors profile type to send information about our scholarships since it applies to them. Just working on some clean up & thought that this would really help

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18. Fund Advisor Bulk Edits

    35 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie Matthews supported this idea  ·  Nov 28, 2023

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

    102 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Matthews supported this idea  ·  Nov 28, 2023

20. Pronoun field on donation forms

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Matthews supported this idea  ·  Sep 13, 2023