Settings and activity

49 results found

1. Yearly Tax Receipt Templates Download Word.Doc

   18 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Mary Ellen Cenzalli commented  ·  Jan 16, 2024  ·  Edit…  ·  Delete…

   Agree, there is no way to even edit on the fly. I would love for them to be exported to Word!

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   Mary Ellen Cenzalli supported this idea  ·  Jan 16, 2024

2. Tribute Notification

   14 votes

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

   
   

   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

3. Custom Reports: Multiple Filters

   107 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

4. Indicate if there are Relationships on a record

   16 votes

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

   
   

   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

5. new profile

   26 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

   
   

   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023
   Mary Ellen Cenzalli shared this idea  ·  May 17, 2023

6. Add option to create a letter from a profile

   47 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

   
   

   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

7. Don't notify advisor any grant adjustments

   34 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

8. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

   23 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

9. Custom Report Filter: "AND" "OR" logic within one filter

   36 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

10. chat box

    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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

11. Add # of Gifts field to Profile reports

    39 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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

12. Favorite Custom Reports

    31 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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

13. Household opportunities should show on Individual profiles

    46 votes

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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

14. Last Donation Date does not reflect accurate last gift date

    85 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

15. Combine credit card fees with the donation amount

    106 votes

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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

16. Profile Merge should include all fields

    85 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023
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    Mary Ellen Cenzalli commented  ·  Nov 1, 2023  ·  Edit…  ·  Delete…

    I agree!! Our biggest conversion issue was our use of attributes with descriptions and comments. There is nowhere for this extra data except notes, which is only filtered in one field.

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17. Permissions - allow users to delete own reports

    42 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab  ·  Delete…  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  ·  Aug 21, 2023

18. New profile change - updating addresses

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  ·  Aug 21, 2023

19. Credit card acknowledgement tax receipt for events

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Mary Ellen Cenzalli supported this idea  ·  Aug 21, 2023

20. Automated Workflows for Donor Stewardship

    17 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  ·  Aug 21, 2023