Settings and activity

102 results found

1. Prevent Duplicate Fund Short Names

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie shared this idea  ·  Mar 7, 2024

2. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Mar 6, 2024

3. Organization's name in event ticket

   59 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 5, 2024

4. Statement Type Option for No Statements

   26 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Dec 1, 2023

5. Pay Email Address for EFT Grant Notifications

   78 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 27, 2023

6. grant notification to grantees - have two default emails

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 27, 2023

7. Email receipt

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 23, 2023

8. profiles: display relationship and engagement tab numbers

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   69 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 14, 2023

9. Multiple contacts for Organizations

   45 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

   
   

   Julie supported this idea  ·  Jul 17, 2023

10. Custom Reports: Opportunity Tasks & Notes

    108 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 10, 2023

11. Pronoun field on donation forms

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie supported this idea  ·  Jun 9, 2023

12. payment date

    31 votes

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

    
    

    An error occurred while saving the comment
    Julie commented  ·  Jun 2, 2023  ·  Edit…  ·  Delete…

    The field that is currently labeled "Payment Date" should be Voucher Date and the Field labeled "Check Date" should be relabeled as "Payment Date"

    Check doesn't make sense when payments are done electronically.

    Save Submitting...
    Julie supported this idea  ·  Jun 2, 2023

13. new profile

    28 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

    
    

    Julie supported this idea  ·  May 24, 2023

14. Opportunity Task Workflow

    50 votes

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

    
    

    Julie supported this idea  ·  May 24, 2023

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

    26 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

    
    

    Julie supported this idea  ·  May 12, 2023

16. 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

    
    

    Julie supported this idea  ·  May 11, 2023

17. New hire training videos that I could assign upon hire

    23 votes

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

    
    

    Julie supported this idea  ·  Apr 4, 2023

18. Display default payment type when entering grant

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    19 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

    
    

    Julie supported this idea  ·  Mar 21, 2023

19. Increase character count in grant description field

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 9, 2023

20. text communication to student applicants

    29 votes

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

    
    

    Julie supported this idea  ·  Feb 9, 2023