Settings and activity

22 results found

1. Need to easily confirm data within the Data Visualization Tool

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Oct 10, 2025

2. Future Opportunity Tasks appear on Profile

   5 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 2, 2025

3. Add Option to Copy Opportunities

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Oct 2, 2025

4. Ability to edit "Who" when first entering a note

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Oct 2, 2025

5. paid invoices bucket

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Sep 25, 2025

6. rhondap@lcf.org

   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  ·  Aug 29, 2025

7. Move Add Opportunities to the Engagement tab

   18 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Trish Reimer commented  ·  Aug 20, 2025  ·  Edit…  ·  Delete…

   If Opportunities are going to live on the Engagement tab then Add Opportunity (left hand menu) should be available while on the Engagement tab. Currently, this action is only available when you're on the Relationship tab.

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   Trish Reimer supported this idea  ·  Aug 20, 2025

8. Add functionality to Import bulk Year-End Receipts to Giving Hub (Donor Portal)

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Mar 7, 2025

9. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   27 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  ·  Feb 20, 2025

10. Add Yearly-Tax Receipt to Portal in Files or Statements

    14 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  ·  Feb 6, 2025

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

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Dec 16, 2024

12. charity check

    10 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

13. 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

14. 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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    Trish Reimer supported this idea  ·  Oct 30, 2024

15. 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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    Trish Reimer supported this idea  ·  Oct 9, 2024

16. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Jan 12, 2024

17. 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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    Trish Reimer supported this idea  ·  Nov 1, 2023

18. 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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    Trish Reimer supported this idea  ·  Oct 25, 2023

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

    29 votes

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    12 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

20. 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

    
    

    Trish Reimer supported this idea  ·  Nov 8, 2022