Settings and activity

213 results found

1. Numbers Formatting

   18 votes

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

   
   

   Michelle Schneider supported this idea  ·  Aug 26, 2022

2. Attached files sorted most recent at the top (or options to select sort).

   39 votes

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

   
   

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   Michelle Schneider commented  ·  Aug 26, 2022  ·  Edit…  ·  Delete…

   Perhaps even more useful would be the ability to sort by description name or date.

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   Michelle Schneider supported this idea  ·  Aug 26, 2022

3. Add Profile Fund Category to Fund Advisor Fund Custom Report

   29 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Aug 26, 2022

4. Donor/Fund Advisor Portal Donate Tab

   36 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Aug 26, 2022  ·  Edit…  ·  Delete…

   Great idea! This would be very helpful in serving our donor's needs.

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   Michelle Schneider supported this idea  ·  Aug 26, 2022

5. Customize grant letters before emailing

   20 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  ·  Jul 29, 2022

6. Financials: fund balance (show $0 balance funds)

   27 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 25, 2022

7. Add ability to link Opportunity to a Profile that served as a referral

   31 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

   
   

   Michelle Schneider shared this idea  ·  Jul 13, 2022

8. Docusign Integration

   128 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 11, 2022

9. Multiple contacts for Organizations

   43 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

   
   

   Michelle Schneider supported this idea  ·  Jun 16, 2022

10. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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

    
    

    Michelle Schneider supported this idea  ·  Jun 16, 2022

11. Grants On Hold In More Buckets - Approval & Voucher

    36 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  Jun 16, 2022

12. Turn off notifications when deactivating CSuite user

    38 votes

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

    
    

    Michelle Schneider supported this idea  ·  Apr 26, 2022

13. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    81 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Apr 26, 2022