Settings and activity

10 results found

1. filter selections showing "invalid" error when editing a report

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Melissa Edgington supported this idea  ·  May 13, 2025

2. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Melissa Edgington supported this idea  ·  Aug 28, 2024

3. Reporting for multiple objects at once

   16 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Melissa Edgington supported this idea  ·  Aug 8, 2024

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

   55 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

   
   

   Melissa Edgington supported this idea  ·  Nov 13, 2023

5. Household opportunities should show on Individual profiles

   62 votes

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

   
   

   Melissa Edgington supported this idea  ·  Nov 13, 2023

6. Pay Email Address for EFT Grant Notifications

   67 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Melissa Edgington supported this idea  ·  Nov 13, 2023

7. Grant Letter emails should be included in an organization's email history!

   18 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Melissa Edgington supported this idea  ·  Oct 19, 2023

8. Combine credit card fees with the donation amount

   119 votes

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

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   Melissa Edgington supported this idea  ·  Sep 21, 2023

9. 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

   
   

   Melissa Edgington supported this idea  ·  May 12, 2023

10. 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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    Melissa Edgington supported this idea  ·  Aug 29, 2022