Settings and activity

65 results found

1. Recurring gift receipts

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Apr 5, 2023

2. 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  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

3. profile search

   22 votes

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

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

4. Task Email Reminder to include task description

   13 votes

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

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

5. Credit card fees and tax recpts

   13 votes

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

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

6. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

   17 votes

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

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

7. 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

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

8. Keep Attached Files When Tributes Merge

   18 votes

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

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

9. Warning message if revenue share will push a fund underwater.

   32 votes

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

   
   

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

10. For bulk year-end print receipts, print them in order of the report, not random order

    16 votes

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

    
    

    Kait Balsewicz supported this idea  ·  Apr 5, 2023

11. Recurring Alerts on Home Menu

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    77 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Apr 5, 2023

12. auto receipt - ability to disable by campaign

    21 votes

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

    
    

    Kait Balsewicz supported this idea  ·  Apr 5, 2023

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

    23 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

    
    

    Kait Balsewicz supported this idea  ·  Apr 5, 2023

14. Profiles: required fields - visually display which fields

    38 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Apr 5, 2023

15. Preferred Contact Profile Field

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    28 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

    
    

    Kait Balsewicz supported this idea  ·  Apr 5, 2023

16. Docusign Integration

    128 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Apr 5, 2023

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  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kait Balsewicz supported this idea  ·  Apr 5, 2023

18. Turn off notifications when deactivating CSuite user

    38 votes

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

    
    

    Kait Balsewicz supported this idea  ·  Mar 16, 2022

19. Opportunity Tasks Notes Need to Show Up on the Fund

    33 votes

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

    
    

    Kait Balsewicz supported this idea  ·  Mar 16, 2022

20. 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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    Kait Balsewicz supported this idea  ·  Feb 3, 2022