Settings and activity

120 results found

1. Add "Primary" Fund Advisor as Reportable Field

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jan 17, 2025

2. assign check template by fund

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jan 17, 2025

3. Household opportunities should show on Individual profiles

   64 votes

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

   
   

   Susie Lotreck supported this idea  ·  Jan 8, 2025

4. Automatic Emails for Opportunities using Stages as Triggers

   15 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jan 8, 2025

5. Opportunity bulk import improvement

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jan 8, 2025

6. email - integration with Outlook

   87 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jan 8, 2025

7. Foundant for Outlook add-in: add date to note

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jan 7, 2025

8. Pledge Section/Table in the Fund Statement Template

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Dec 17, 2024

9. Pledge Reporting

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Dec 17, 2024

10. Edit a Pledge

    21 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 17, 2024

11. 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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    Susie Lotreck shared this idea  ·  Dec 16, 2024

12. default text in content

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 16, 2024

13. Net proceeds total for stock donations

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Dec 16, 2024  ·  Edit…  ·  Delete…

    This would save time! At this time we copy/paste into Excel to confirm the net total.

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    Susie Lotreck supported this idea  ·  Dec 16, 2024

14. Allow Nonprofit Address to be private in directory

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 16, 2024

15. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susie Lotreck shared this idea  ·  Dec 16, 2024

16. New portal for fund advisors - please mark on the profile card which one is the advisor

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Nov 8, 2024

17. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Susie Lotreck supported this idea  ·  Nov 6, 2024

18. Candid/GuideStar Grants Report

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    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Nov 6, 2024

19. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Oct 29, 2024

20. Admin Fee Report/Audit Support

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Oct 3, 2024  ·  Edit…  ·  Delete…

    Glad to see this has moved to the proposed idea status. In addition to having a column with the total calculation that the fee is being processed on. It would be great to have the blended fee rate display as well as from the grad. admin schedule.

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    Susie Lotreck supported this idea  ·  Aug 27, 2022