Settings and activity

23 results found

1. Allow donor to opt out of automatically generated tax receipt from online donation

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Leah Bowen supported this idea  ·  Sep 6, 2024

2. Statement Type Option for No Statements

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Leah Bowen supported this idea  ·  May 14, 2024

3. Keep Attached Files When Tributes Merge

   18 votes

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

   
   

   Leah Bowen supported this idea  ·  Sep 28, 2023

4. Fund statements: Need school name in Grantee section

   147 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

   Leah Bowen supported this idea  ·  Aug 23, 2023

5. Recurring gift receipts

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Leah Bowen supported this idea  ·  Jul 13, 2023

6. email - integration with Outlook

   70 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Leah Bowen supported this idea  ·  Jun 29, 2023

7. Duplicate Profiles

   17 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

   
   

   Leah Bowen supported this idea  ·  Jun 29, 2023

8. profile search

   22 votes

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

   
   

   Leah Bowen supported this idea  ·  Jun 29, 2023

9. Sending emails in csuite

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   12 votes

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   1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   A rich text editor was released on 9/12/2024. Here is the release note:

   Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

   Leah Bowen supported this idea  ·  Jun 29, 2023

10. Profile Types & Permissions

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leah Bowen supported this idea  ·  Jun 29, 2023

11. Blank Tabs grayed out or different color

    18 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

    
    

    Leah Bowen supported this idea  ·  Jun 29, 2023

12. 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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    Leah Bowen supported this idea  ·  Jun 29, 2023

13. 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

    
    

    Leah Bowen supported this idea  ·  Jun 29, 2023

14. HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)

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    13 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

    
    

    Leah Bowen supported this idea  ·  Jun 29, 2023

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

    54 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

    
    

    Leah Bowen supported this idea  ·  Jun 29, 2023

16. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    18 votes

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

    
    

    Leah Bowen supported this idea  ·  Jun 29, 2023

17. Add Permission to View ACH Details in Profiles

    35 votes

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

    
    

    Leah Bowen supported this idea  ·  Jun 29, 2023

18. 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

    
    

    Leah Bowen supported this idea  ·  Jun 29, 2023

19. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Leah Bowen shared this idea  ·  Jun 28, 2023

20. Dynamic "Primary Org Contact" field replace static "Contact" field

    17 votes

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

    
    

    Leah Bowen supported this idea  ·  May 4, 2023