Settings and activity

27 results found

1. Title and Org in Address Block

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kaela Schmaus shared this idea  ·  May 6, 2024

2. birthday - option to not include year

   55 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kaela Schmaus supported this idea  ·  Mar 12, 2024

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

   83 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kaela Schmaus supported this idea  ·  Mar 12, 2024

4. Fund statements

   129 votes

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   Proposed Idea  ·  15 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Kaela Schmaus supported this idea  ·  Mar 12, 2024

5. Preferred Contact Profile Field

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   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

   
   

   Kaela Schmaus supported this idea  ·  Jan 25, 2024

6. Pronoun field on donation forms

   19 votes

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

   
   

   Kaela Schmaus supported this idea  ·  Jan 25, 2024

7. Viewing all notes for a Household profile and any members

   16 votes

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

   
   

   Kaela Schmaus supported this idea  ·  Jan 25, 2024

8. Custom Reports: Multiple Filters

   106 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Kaela Schmaus supported this idea  ·  Jan 25, 2024

9. Create ability to attach files to a note

   53 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Kaela Schmaus supported this idea  ·  Jan 25, 2024

10. Show "Deceased" in Profiles/Funds related to a deceased profile.

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Kaela Schmaus supported this idea  ·  Jan 25, 2024

11. pledge promise

    13 votes

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

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

12. 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

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

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

    34 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

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

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

    48 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

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

15. 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

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

16. 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

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

17. online donations creating new profiles each time

    47 votes

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

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

18. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Kaela Schmaus supported this idea  ·  Jan 25, 2024

19. Inception to Date Report with Fund Balances

    44 votes

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    6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kaela Schmaus supported this idea  ·  Jan 25, 2024

20. Closed Funds should appear in Red in Relationships tab

    75 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Kaela Schmaus supported this idea  ·  Jan 25, 2024