Settings and activity

101 results found

1. 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

2. Organization's name in event ticket

   57 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

3. Statement Type Option for No Statements

   25 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

4. Pay Email Address for EFT Grant Notifications

   77 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

5. 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

6. Email receipt

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 23, 2023

7. 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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   Julie supported this idea  ·  Aug 14, 2023

8. Multiple contacts for Organizations

   46 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

9. Custom Reports: Opportunity Tasks & Notes

   105 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

10. 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

11. payment date

    28 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

12. new profile

    30 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

13. Opportunity Task Workflow

    51 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

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

    28 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

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

    56 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

16. 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

17. 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

18. 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

19. text communication to student applicants

    27 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

20. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    47 votes

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