Settings and activity

41 results found

1. Why do the profile links not allow a drill down like Org Roles?

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney shared this idea  ·  Mar 10, 2025

2. 1099 - Add Mailing Address to Report

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Feb 17, 2025

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

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

   
   

   Michele McKinney shared this idea  ·  Apr 8, 2024

4. Flag Duplicate Addresses

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

5. Add multiple payment types and banking information to profiles

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

6. Recognize soft credits on donor profiles

   40 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

7. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   66 votes

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

   
   

   Michele McKinney supported this idea  ·  Mar 11, 2024

8. birthday - option to not include year

   116 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

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

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Mar 11, 2024

10. Pay Email Address for EFT Grant Notifications

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Michele McKinney commented  ·  Feb 22, 2024  ·  Edit…  ·  Delete…

    Just had another client request this today, that they need two other staff to be aware of incoming electronic payments.

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    Michele McKinney commented  ·  Jan 12, 2024  ·  Edit…  ·  Delete…

    Even if you would just allow more than one toggle on the Pay Email section, you can only have one. I've had multiple vendors/grantees that wanted payment notification sent to more than one email address. If you are doing a mass email you don't have the time to go in one by one to select the CC option.

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    Michele McKinney supported this idea  ·  Jan 12, 2024

11. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Aug 23, 2023

12. Select Share Document [Yes/No] when uploading a file

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Aug 23, 2023

13. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Michele McKinney supported this idea  ·  Aug 23, 2023

14. Profile changes (ex: name, address) should not update historical information.

    53 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

    
    

    Michele McKinney shared this idea  ·  May 5, 2023

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

    31 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

    
    

    Michele McKinney supported this idea  ·  Apr 28, 2023

16. Additional Process Visibility Option

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    1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michele McKinney supported this idea  ·  Mar 17, 2023

17. Add option to create a letter from a profile

    47 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

    
    

    Michele McKinney supported this idea  ·  Feb 27, 2023

18. Linking profiles to funds- multiple links at a time

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Feb 27, 2023

19. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Feb 1, 2023

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

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Jan 30, 2023