Settings and activity

44 results found

1. Saving Yearly Tax Receipts to Profiles

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Hailey Carmer LaMaster supported this idea  ·  Feb 20, 2025

2. Add Profile type - Trustee and DAF

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Hailey Carmer LaMaster supported this idea  ·  Feb 20, 2025

3. Add ability to COPY internal grants in new Portal

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   13 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Hailey Carmer LaMaster supported this idea  ·  Feb 20, 2025

4. Donations- Inactive Profiles not listed, causing duplicate profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Hailey Carmer LaMaster shared this idea  ·  Feb 20, 2025

5. Rolling Up Sub-Funds for Fund Statements without Rolling the Financials

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Hailey Carmer LaMaster supported this idea  ·  Feb 12, 2025

6. Organizational Information Section - that is evergreen

   26 votes

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   Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

7. Allow "Other: _____" Text option at the end of Checkbox questions

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   50 votes

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   0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

8. Radio Question Type - Other

   47 votes

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   1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

9. Customizable Collaborator Invite Email

   4 votes

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   0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

10. Follow Up Reports available with past applications under Organization History tab

    12 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

11. Rearrange Decisions and Follow Up Forms List

    9 votes

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    0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

12. "AI"

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

13. Integration of Multi-fund Detail

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Hailey Carmer LaMaster supported this idea  ·  Jan 16, 2025

14. Grant Approval with Vouchers

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Hailey Carmer LaMaster supported this idea  ·  Oct 15, 2024

15. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Hailey Carmer LaMaster supported this idea  ·  Oct 15, 2024

16. Syncing a Csuite campaign into an already existing Mailchimp tag

    35 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Hailey Carmer LaMaster supported this idea  ·  Oct 15, 2024

17. Ability to edit labels in WORD doc

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Hailey Carmer LaMaster supported this idea  ·  Oct 15, 2024

18. Reports: Freeze the column headers

    56 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Hailey Carmer LaMaster supported this idea  ·  Oct 15, 2024

19. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Hailey Carmer LaMaster supported this idea  ·  Oct 15, 2024

20. 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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    Hailey Carmer LaMaster supported this idea  ·  Oct 15, 2024