Settings and activity

9 results found

1. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Melissa Edgington supported this idea  ·  Aug 28, 2024

2. Reporting for multiple objects at once

   13 votes

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

3. 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

4. Household opportunities should show on Individual profiles

   60 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

5. Pay Email Address for EFT Grant Notifications

   57 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Melissa Edgington supported this idea  ·  Nov 13, 2023

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

   16 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Melissa Edgington supported this idea  ·  Oct 19, 2023

7. Combine credit card fees with the donation amount

   117 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

   
   

   Melissa Edgington supported this idea  ·  Sep 21, 2023

8. Allow editing a custom report name, description or sharing without having to save as a different report

   26 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

9. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Melissa Edgington supported this idea  ·  Aug 29, 2022