Settings and activity

41 results found

1. Yearly Tax Receipt Templates Download Word.Doc

   19 votes

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   Proposed Idea  ·  7 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 bucket shows number of tributes needing to be sent in parentheses

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   30 votes

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   9 comments  ·  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. profiles: display relationship and engagement tab numbers

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   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

4. new profile

   28 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

5. 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

6. Don't notify advisor any grant adjustments

   40 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

7. chat box

   23 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

8. Add # of Gifts field to Profile reports

   40 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

9. Favorite Custom Reports

   45 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

10. Household opportunities should show on Individual profiles

    56 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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

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

    102 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

12. Combine credit card fees with the donation amount

    112 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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Nov 1, 2023

13. New profile change - updating addresses

    15 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

14. 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

15. Automated Workflows for Donor Stewardship

    21 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

16. Opportunity Task Workflow

    42 votes

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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Aug 21, 2023

17. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  ·  Aug 21, 2023

18. Add campaign categories as a filter and field in custom reports

    24 votes

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

    
    

    Mary Ellen Cenzalli supported this idea  ·  Aug 21, 2023

19. New hire training videos that I could assign upon hire

    23 votes

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    0 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  ·  Mar 31, 2023

20. Docusign Integration

    128 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  ·  Mar 27, 2023