Settings and activity

36 results found

1. profiles: display relationship and engagement tab numbers

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   70 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

2. 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

3. Opportunity Task Workflow

   51 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

4. 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

5. Link Tasks to the Stages in Opportunities

   33 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

6. Deceased profiles linked to opportunities

   16 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

7. Household opportunities should show on Individual profiles

   64 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

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

   116 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

9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   66 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

10. Combine credit card fees with the donation amount

    120 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

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    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...

11. 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

12. Link one note to multiple profiles or funds

    48 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

13. 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

14. Add custom columns feature to the Request History page

    25 votes

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    5 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

15. 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

16. Docusign Integration

    143 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