Settings and activity

99 results found

1. Dedupe by address and also by "similar" name.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Nov 13, 2024

2. profiles: display relationship and engagement tab numbers

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   70 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Nov 13, 2024

3. Add Household Steward as a field in custom reports

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Rhonda Page shared this idea  ·  Nov 13, 2024

4. Option to Sort Custom Reports by Date Last Run

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Rhonda Page shared this idea  ·  Oct 29, 2024

5. When completing a recurring task, provide option to add a note

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Rhonda Page shared this idea  ·  Oct 9, 2024

6. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Oct 9, 2024

7. Add Contact First and Last Name to Year End Tax Receipt template fields

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Rhonda Page shared this idea  ·  Jun 18, 2024

8. birthday - option to not include year

   117 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  May 20, 2024

9. Custom Field in Tasks

   20 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Rhonda Page supported this idea  ·  Dec 19, 2023

10. Recurring Grant: Calendar End Date Option

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Rhonda Page commented  ·  Nov 1, 2023  ·  Edit…  ·  Delete…

    Also add End Date to the field options so we can pull that date in reports.

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    Rhonda Page supported this idea  ·  Nov 1, 2023

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

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Oct 24, 2023

12. ApplePay, PayPal, Venmo integration

    53 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Rhonda Page supported this idea  ·  Sep 12, 2023

13. grant type guidestar

    51 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Aug 31, 2023

14. board portal

    206 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Rhonda Page supported this idea  ·  Jun 12, 2023

15. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Rhonda Page supported this idea  ·  Nov 8, 2022

16. Custom Reports: Opportunity Tasks & Notes

    114 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Jun 10, 2022

17. Wealth search third party software to integrate with CSuite

    24 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Rhonda Page shared this idea  ·  Jun 8, 2022

18. Custom Additional Fields for Tickets in Event Campaigns

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  May 24, 2022

19. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Rhonda Page supported this idea  ·  Apr 6, 2022