Settings and activity

90 results found

1. Allow Organization roles to be added from any profile/profile type

   11 votes

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   1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Lynn Oltmanns shared this idea  ·  April 08, 2024

2. 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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   Lynn Oltmanns commented  ·  April 08, 2024  ·  Edit…  ·  Delete…

   The only problem with that is if there is more than one address, email, or phone number. Which one do you make active again?

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3. include all data fields if record available for a report

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  March 19, 2024

4. Sorting reports including both individual and household profiles

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  March 19, 2024

5. Additional Campaign Reports needed

   17 votes

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

   
   

   Lynn Oltmanns supported this idea  ·  March 19, 2024

6. Inception to Date Report with Fund Balances

   42 votes

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

   
   

   Lynn Oltmanns supported this idea  ·  March 19, 2024

7. Primary Contact Field in Reports

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  March 19, 2024

8. Campaign exports

   1 vote

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

   This sounds like a great use of the Campaign Profile custom report.  You would be able to create a report with the columns you need and filter to a specific campaign.  All reports can be exported.  

   Lynn Oltmanns shared this idea  ·  February 22, 2024

9. Bring back the option for archived campaign to show on a profile!

   10 votes

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

   There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

   Lynn Oltmanns supported this idea  ·  February 22, 2024

10. Search option for online purchases

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  February 22, 2024

11. Preferred Contact Profile Field

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    26 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

    
    

    Lynn Oltmanns supported this idea  ·  December 04, 2023

12. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    15 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  December 04, 2023

13. Allow editing a custom report name, description or sharing without having to save as a different 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

    
    

    Lynn Oltmanns supported this idea  ·  December 04, 2023

14. Merge suggestion should automatically be removed when an individual is added to household

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  December 04, 2023

15. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    12 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  December 04, 2023

16. Allow adding a campaign to a posted voucher

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  December 04, 2023

17. create profiles from guidestar

    8 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

    
    

    Lynn Oltmanns supported this idea  ·  December 04, 2023

18. Grant "in process"

    20 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  December 04, 2023

19. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  December 04, 2023

20. Custom Report Filter: "AND" "OR" logic within one filter

    34 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  December 04, 2023