Settings and activity

21 results found

1. Add option to generate a Word file for bulk print year-end tax receipts

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Jan 10, 2025

2. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

   19 votes

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   1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Trish Reimer commented  ·  Dec 17, 2024  ·  Edit…  ·  Delete…

   When viewing the Grants tab on an organization's Grantee record, there should be some kind of indicator for anonymous grants . Currently, if an organization contacts us about grants made to them, we would look at their Grantee record - Grants tab which shows the grid of all grants. It would be helpful if this grid included an indicator if any of the grants were made anonymously.

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   Trish Reimer supported this idea  ·  Nov 17, 2021

3. Ability to Increase Scholarship Award Amount after partial payment

   14 votes

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   1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Trish Reimer supported this idea  ·  Dec 16, 2024

4. Login As --Removes user's existing login

   78 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Dec 16, 2024

5. charity check

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Nov 13, 2024

6. 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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   Trish Reimer supported this idea  ·  Nov 13, 2024

7. Option to Sort Custom Reports by Date Last Run

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Oct 30, 2024

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

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Oct 9, 2024

9. Create Custom report option for Loyal Donors

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Jan 24, 2024

10. Yearly Tax Receipt Templates Download Word.Doc

    20 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Jan 12, 2024

11. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Dec 19, 2023

12. Hate Groups, Extremist Groups

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Trish Reimer supported this idea  ·  Dec 5, 2023

13. Recurring Grant: Calendar End Date Option

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Nov 1, 2023

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

    107 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Oct 25, 2023

15. Closed Funds should appear in Red in Relationships tab

    83 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Jun 22, 2023

16. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    22 votes

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

    
    

    Trish Reimer supported this idea  ·  Feb 21, 2023

17. Admin Fees: choose more than one donation type for an Admin Fee

    22 votes

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

    
    

    Trish Reimer supported this idea  ·  Jan 25, 2023

18. For bulk year-end print receipts, print them in order of the report, not random order

    16 votes

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

    
    

    Trish Reimer supported this idea  ·  Jan 19, 2023

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

    23 votes

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

    
    

    Trish Reimer supported this idea  ·  Nov 8, 2022

20. Tasks viewable to everyone who opens a profile

    25 votes

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    6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Trish Reimer supported this idea  ·  Jul 22, 2022