Settings and activity

38 results found

1. FA Donation notifications should include tribute information

   73 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Ciara Stahly supported this idea  ·  Aug 9, 2024

2. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Ciara Stahly supported this idea  ·  Aug 9, 2024

3. Multiple Email Options for Communications

   29 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Ciara Stahly supported this idea  ·  Jun 5, 2024

4. Opportunity Task Workflow

   50 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

   
   

   Ciara Stahly supported this idea  ·  May 8, 2024

5. Make Opportunity Type Inactive

   29 votes

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

   
   

   Ciara Stahly supported this idea  ·  May 8, 2024

6. Link Tasks to the Stages in Opportunities

   31 votes

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

   
   

   Ciara Stahly supported this idea  ·  May 8, 2024

7. Deceased profiles linked to opportunities

   15 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

   
   

   Ciara Stahly supported this idea  ·  May 8, 2024

8. Household opportunities should show on Individual profiles

   62 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

   
   

   Ciara Stahly supported this idea  ·  Jan 11, 2024

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

   111 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Ciara Stahly supported this idea  ·  Jan 11, 2024

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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

    
    

    Ciara Stahly supported this idea  ·  Jan 11, 2024

11. On Hold Grants

    21 votes

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

    
    

    Ciara Stahly shared this idea  ·  Aug 4, 2023

12. Combine credit card fees with the donation amount

    117 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Ciara Stahly commented  ·  Aug 4, 2023  ·  Edit…  ·  Delete…

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

    Save Submitting...

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

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Ciara Stahly supported this idea  ·  Jul 18, 2023

14. Link one note to multiple profiles or funds

    47 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Ciara Stahly supported this idea  ·  Feb 1, 2023

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

    33 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Ciara Stahly supported this idea  ·  Feb 1, 2023

16. Add custom columns feature to the Request History page

    25 votes

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

    
    

    Ciara Stahly supported this idea  ·  Dec 15, 2022

17. History of Fund Advisors for a Fund

    45 votes

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

    
    

    Ciara Stahly supported this idea  ·  Aug 3, 2022

18. Docusign Integration

    138 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Ciara Stahly supported this idea  ·  Aug 3, 2022