Settings and activity

198 results found

1. Add "Salutation" and "Suffix" FIelds to Donation Import Template

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  December 20, 2023  ·  Edit…  ·  Delete…

   Agreed and would also like mailing label and a middle initial.

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   Michelle Schneider supported this idea  ·  December 20, 2023

2. Non Tribute Gift Reporting - Donor vs Donation reports

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  December 20, 2023  ·  Edit…  ·  Delete…

   Agree whole-heartedly. We have the same problem. Thank you for for posting this.
   We run two reports to get the the notify and non-notify information.

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   Michelle Schneider supported this idea  ·  December 20, 2023

3. Last Grant Date

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  December 20, 2023

4. Show "Deceased" in Profiles/Funds related to a deceased profile.

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  December 20, 2023

5. Clean Up Idea Lab

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  December 20, 2023

6. Guest Information

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  December 18, 2023  ·  Edit…  ·  Delete…

   After buying more than one ticket for an event, the guess information page displays. The button is labeled, "Edit Guest Information". Can you change the button to "Add Guest Information"? They have not yet added the guest, so edit seems premature.

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   Michelle Schneider supported this idea  ·  December 18, 2023

7. Custom Report - Event Campaign Guest List

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  December 04, 2023  ·  Edit…  ·  Delete…

   This would be extremely helpful for us. We are working hard to encourage all of our sponsors to update guest information through the event portal. We then need the ability to use the information they are entering to process name tags for the event.

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   Michelle Schneider supported this idea  ·  December 04, 2023

8. create profiles from guidestar

   8 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

   
   

   Michelle Schneider supported this idea  ·  November 01, 2023
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   Michelle Schneider commented  ·  November 01, 2023  ·  Edit…  ·  Delete…

   We would like the option to delete a set of files and only retain the most recent one or two.

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9. Make it clear when you are in Sandbox Donation or Fund Portal

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michelle Schneider supported this idea  ·  November 01, 2023

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  November 01, 2023

11. On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  November 01, 2023

12. Campaigns: Option to import profile list

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  November 01, 2023

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

    81 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  November 01, 2023

14. Bulk update Opportunity status

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

    
    

    Michelle Schneider supported this idea  ·  November 01, 2023

15. Do Not Allow Admin Fee to make a Fund Balance Negative

    21 votes

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

    
    

    Michelle Schneider supported this idea  ·  October 12, 2023

16. Event campaigns - adding fund advisor ability to view in portal

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  October 12, 2023

17. Display Event Tab when Registering for a Private Event

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

    
    

    Michelle Schneider shared this idea  ·  October 12, 2023

18. Add to Calendar on Emailed Event Receipt and/or Event page

    26 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  October 12, 2023

19. Allow us to Disable Save of Card on the Donation Portal

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

    
    

    Michelle Schneider shared this idea  ·  October 12, 2023

20. Add Vendor ID to Check Voucher Report and Voucher-Vendors Report

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

    
    

    Michelle Schneider shared this idea  ·  October 10, 2023