Settings and activity

46 results found

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

   29 votes

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   12 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

2. Color code outward facing fields

   61 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

3. Recurring Alerts on Home Menu

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   101 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

4. 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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   Kait Balsewicz supported this idea  ·  Apr 5, 2023

5. Indicate required fields with an asterisk

   92 votes

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

6. Docusign Integration

   142 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

7. 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.

   Kait Balsewicz supported this idea  ·  Apr 5, 2023

8. 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

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

   36 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

10. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Feb 3, 2022

11. Cumulative donation field option for custom reporting

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 20, 2022

12. export in same order as shown in financial report

    23 votes

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

    
    

    Kait Balsewicz supported this idea  ·  Jan 20, 2022

13. Recurring donation record with ACH as a Payment option

    35 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Kait Balsewicz supported this idea  ·  Jan 20, 2022

14. Do not send Grant Notify email when a grant is unposted

    33 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Dec 3, 2021

15. inactive users - remove from assign to task list

    27 votes

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    1 comment  ·  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  ·  Dec 3, 2021

16. Navigation - Add Save option to left side menu

    52 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

    
    

    Kait Balsewicz supported this idea  ·  Sep 13, 2021

17. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    47 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Sep 13, 2021

18. If Then logic custom reports

    22 votes

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

    
    

    Kait Balsewicz supported this idea  ·  Jul 28, 2021

19. Allow adding a campaign to a posted voucher

    22 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jul 28, 2021

20. Option for household changes to populate individual profiles linked to household

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jun 18, 2021