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23 results found

  1. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Ciara Stahly supported this idea  · 

  2. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Ciara Stahly supported this idea  · 

  3. FA Donation notifications should include tribute information

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Ciara Stahly supported this idea  · 

  4. profiles: display relationship and engagement tab numbers

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Ciara Stahly supported this idea  · 

  5. Multiple Email Options for Communications

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Ciara Stahly supported this idea  · 

  6. Deactivate Org Role Entry

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Ciara Stahly supported this idea  · 

  7. Opportunity Task Workflow

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly supported this idea  · 

  8. Opportunity should show on Fund Profile

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly shared this idea  · 

  9. Make Opportunity Type Inactive

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly supported this idea  · 

  10. Link Tasks to the Stages in Opportunities

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly supported this idea  · 

  11. Deceased profiles linked to opportunities

    11 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly supported this idea  · 

  12. Opportunity balance should reflect when the opportunity is committed by a pledge

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly supported this idea  · 

  13. Household opportunities should show on Individual profiles

    56 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly supported this idea  · 

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

    102 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Ciara Stahly supported this idea  · 

  15. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Ciara Stahly supported this idea  · 

  16. On Hold Grants

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Ciara Stahly shared this idea  · 

  17. Combine credit card fees with the donation amount

    112 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    An error occurred while saving the comment
    Ciara Stahly commented  · 

    We had this problem, so we created a Credit Card Fee Fund so the CC fee isn’t attributed to the actual fund.

  18. Select Share Document [Yes/No] when uploading a file

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Ciara Stahly supported this idea  · 

  19. Link one note to multiple profiles or funds

    41 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Ciara Stahly supported this idea  · 

  20. Add ability to link Opportunity to a Profile that served as a referral

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Ciara Stahly supported this idea  · 
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