Settings and activity

108 results found

1. Grant Approver: Easier way to create new approver

   34 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

2. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   28 votes

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

   
   

   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

3. fund advisor portal grant notification-advisor specific

   41 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

4. 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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   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

5. Change "no-reply@fcsuite.com" to Default Email Reply To

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

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

   38 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

7. Statement Type Option for No Statements

   25 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

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

   36 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

9. Organization's name in event ticket

   57 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

10. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Mar 19, 2024

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

    20 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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  ·  Feb 22, 2024

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

    24 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

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

    28 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  ·  Dec 4, 2023

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

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

15. 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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    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

16. Custom Field permission by record type

    29 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

17. Do Not Allow Admin Fee to make a Fund Balance Negative

    32 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

18. Household opportunities should show on Individual profiles

    64 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

19. Last Donation Date does not reflect accurate last gift date

    116 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

20. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Oct 26, 2023