Settings and activity

66 results found

1. Link Tasks to the Stages in Opportunities

   23 votes

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

   
   

   Elizabeth Messerli supported this idea  ·  Sep 20, 2023

2. 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

   
   

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   Elizabeth Messerli commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

   Yes, please!

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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

3. Color code outward facing fields

   57 votes

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

   
   

   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

4. 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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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

5. Docusign Integration

   128 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

6. Add Profile Fund Category to Fund Advisor Fund Custom Report

   29 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

7. Permission to Delete Others' Shared Reports

   32 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

8. Opportunity Task Workflow

   42 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

   
   

   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

9. Automated Workflows for Donor Stewardship

   21 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Elizabeth Messerli commented  ·  Jul 27, 2023  ·  Edit…  ·  Delete…

   Yes! Would love this feature!

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   Elizabeth Messerli supported this idea  ·  Jul 27, 2023

10. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    18 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

11. Note block view and sizing s/b across full screen.

    18 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

12. 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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

13. Add option to create a letter from a profile

    47 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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

14. Add # of Gifts field to Profile reports

    40 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

15. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

16. Linking profiles to funds- multiple links at a time

    58 votes

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

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

17. Custom Field permission by record type

    28 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Elizabeth Messerli supported this idea  ·  Jul 27, 2023

18. GLM/CSuite Salutations

    5 votes

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    1 comment  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Elizabeth Messerli supported this idea  ·  Aug 12, 2022

19. Day Date for Cleared Checks in Bank Reconcile

    10 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Aug 12, 2022

20. Adding Pronouns

    34 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Elizabeth Messerli supported this idea  ·  Aug 12, 2022