Settings and activity

15 results found

1. Add Fields to the Donation Import Template

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   1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  May 8, 2024

2. Add Indicator on Profiles to identify them as having been created by Import Donations Tool

   8 votes

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   1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  May 8, 2024

3. Opportunity balance should reflect when the opportunity is committed by a pledge

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   1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  May 6, 2024

4. Fund Advisor Log - Display User name in log for reset password - not Fund Advisor

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Apr 29, 2024

5. Donations Report Fields: Opportunity Id and Opportunity Assigned Name

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Apr 14, 2024

6. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Mar 18, 2024

7. Advisor Household label field in grant template

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Mar 13, 2024

8. On Profiles Engagement tab, 'Add To Campaign' option, have the Campaign ID as the clickable link instead of End Date

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Mar 4, 2024

9. Adding an additional column for Registration beside RSVP and Attended

   10 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Mar 1, 2024

10. Search option for online purchases

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sandra Reid supported this idea  ·  Feb 21, 2024

11. Pledge Reminder Primary contact full name

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sandra Reid supported this idea  ·  Feb 19, 2024

12. guest email

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sandra Reid supported this idea  ·  Jan 31, 2024

13. Link payments to opportunity

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

    
    

    Sandra Reid supported this idea  ·  Nov 30, 2023

14. Event Ticket Receipt - Guest Information Fields

    23 votes

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

    
    

    Sandra Reid supported this idea  ·  Jul 26, 2023

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

    16 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

    
    

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    Sandra Reid commented  ·  Jun 22, 2023  ·  Edit…  ·  Delete…

    I would like to be able to copy complete mailing address and contact information at once

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    Sandra Reid supported this idea  ·  Jun 22, 2023