Settings and activity

12 results found

1. Login As --Removes user's existing login

   264 votes

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   Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  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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   Natasha Duda supported this idea  ·  Jul 9, 2025

2. Custom Reports: Opportunity Tasks & Notes

   114 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jun 11, 2025

3. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   93 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jun 11, 2025

4. Portal: ACH Option

   138 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  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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   Natasha Duda supported this idea  ·  Jun 11, 2025

5. Combine credit card fees with the donation amount

   120 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.

   Natasha Duda supported this idea  ·  Jan 8, 2025

6. Docusign Integration

   146 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

7. FA Donation notifications should include tribute information

   82 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

8. profiles: display relationship and engagement tab numbers

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   70 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

9. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

10. Indicate required fields with an asterisk

    111 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Natasha Duda supported this idea  ·  Jan 8, 2025

11. ApplePay, PayPal, Venmo integration

    53 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Natasha Duda supported this idea  ·  Oct 16, 2024

12. Linking profiles to funds- multiple links at a time

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Natasha Duda supported this idea  ·  Jun 14, 2023