Settings and activity

81 results found

1. Fund Summary move to details tab

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Lindsey Slater shared this idea  ·  Jun 13, 2024

2. Archive Campaign

   6 votes

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

   
   

   Lindsey Slater supported this idea  ·  Jun 4, 2024

3. Ticketed Events

   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

   
   

   Lindsey Slater supported this idea  ·  Jun 4, 2024

4. Edit Guest Fields on Tickets in Campaigns

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  Jun 4, 2024

5. guest email

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  Jun 4, 2024

6. Bulk Delete Profiles from Campaign

   35 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  Jun 4, 2024

7. Capitalization

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

8. Add "Are you sure you want to copy?" to all copy buttons

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

9. GLM/SLM changes syncing with csuite profiles

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

10. Capacity to tag additional profiles in notes

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

11. Prevent Duplicate Fund Short Names

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

12. Security Issue: Inactivating a User

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

13. campaign tax receipt

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

14. Email Tax Receipt Preview

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

15. Recognize soft credits on donor profiles

    30 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

16. Fund Advisor Bulk Edits

    35 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

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

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

18. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

19. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Lindsey Slater supported this idea  ·  May 29, 2024

20. Edit campaign after tickets created

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lindsey Slater shared this idea  ·  May 15, 2024