Settings and activity

226 results found

1. Separate Unlink Fund Profile from Delete Profile Permission

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

   
   

   An error occurred while saving the comment
   Michelle Schneider commented  ·  Jan 18, 2023  ·  Edit…  ·  Delete…

   When trying to Unlink Fund Profile without the Profile Delete Permission, you receive the error message "Sorry, you do not have access to delete a profile".

   We are not trying to delete the profile.

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   Michelle Schneider shared this idea  ·  Jan 18, 2023

2. Edit Profile Payments

   21 votes

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   6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michelle Schneider supported this idea  ·  Jan 18, 2023

3. Profile Types & Permissions

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jan 18, 2023

4. Custom Field Type - number option

   21 votes

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

   
   

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   Michelle Schneider commented  ·  Jan 18, 2023  ·  Edit…  ·  Delete…

   Agreed, it would be very helpful to capture amounts as numeric so that we can use the aggregate options in reports on those fields.

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   Michelle Schneider supported this idea  ·  Jan 18, 2023

5. Keep Attached Files When Tributes Merge

   19 votes

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

   
   

   Michelle Schneider supported this idea  ·  Jan 5, 2023

6. stripe donations highlighted on dashboard

   13 votes

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   2 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  ·  Dec 29, 2022

7. checks: notification of approval

   40 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 18, 2022

8. Notification for Approval Requester

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 18, 2022

9. Event Ticket Receipt - Guest Information Fields

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   5 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  ·  Sep 23, 2022

10. Opportunity Pop Up Notification

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    28 votes

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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  ·  Sep 23, 2022

11. Make Opportunity Type Inactive

    28 votes

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

    
    

    Michelle Schneider supported this idea  ·  Sep 23, 2022

12. Color code outward facing fields

    58 votes

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    0 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  ·  Sep 23, 2022

13. ID # search

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

    
    

    Michelle Schneider supported this idea  ·  Sep 21, 2022

14. Change "no-reply@fcsuite.com" to Default Email Reply To

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Schneider shared this idea  ·  Aug 26, 2022

15. Export Date / Run Date

    20 votes

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

16. Numbers Formatting

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Aug 26, 2022

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

    40 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

    
    

    An error occurred while saving the comment
    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

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

    32 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

19. 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

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

    29 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