Settings and activity

65 results found

1. Cumulative donation field option for custom reporting

   20 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

2. export in same order as shown in financial report

   19 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

3. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

   81 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 20, 2022

4. Filter by custom field

   12 votes

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

   
   

   Kait Balsewicz supported this idea  ·  Jan 20, 2022

5. Recurring donation record with ACH as a Payment option

   32 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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

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

   30 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

7. inactive users - remove from assign to task list

   26 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

8. Filter by TOTAL Donations in Donor Report

   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  ·  Dec 3, 2021

9. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

   14 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Kait Balsewicz shared this idea  ·  Dec 3, 2021

10. Navigation - Add Save option to left side menu

    51 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

11. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    • 

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Sep 13, 2021

12. If Then logic custom reports

    19 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

13. Allow adding a campaign to a posted voucher

    20 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jul 28, 2021

14. Short Name: Searchable in many search fields

    16 votes

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

    
    

    Kait Balsewicz supported this idea  ·  Jul 28, 2021

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

    29 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

16. Mark a single email address as "do not email".

    16 votes

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    0 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 15, 2021

17. Link internal grant to opportunity

    14 votes

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    2 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  ·  Apr 15, 2021

18. export task notes

    13 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  ·  Mar 23, 2021

19. Link one note to multiple profiles or funds

    41 votes

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    4 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 23, 2021

20. Notes: Collapse list to show most recent with ability to show all

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Mar 15, 2021