Settings and activity

16 results found

1. Allow for Nestled Opportunities

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   0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Edit…  ·  Delete…  ·  Admin →
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   Mackenzie Brunson shared this idea  ·  Nov 12, 2024

2. Link Tasks to the Stages in Opportunities

   23 votes

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

   
   

   Mackenzie Brunson supported this idea  ·  Nov 12, 2024

3. 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

   
   

   Mackenzie Brunson supported this idea  ·  Nov 12, 2024

4. Change opportunities to the engagement tab

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Mackenzie Brunson supported this idea  ·  Nov 12, 2024

5. 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

   
   

   Mackenzie Brunson supported this idea  ·  Nov 12, 2024

6. Automatic Emails for Opportunities using Stages as Triggers

   9 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Mackenzie Brunson supported this idea  ·  Nov 12, 2024

7. Grant- post by payment option

   36 votes

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

   
   

   An error occurred while saving the comment
   Mackenzie Brunson commented  ·  Apr 2, 2024  ·  Edit…  ·  Delete…

   This is so critical to our work. Please!

   Save Submitting...
   Mackenzie Brunson supported this idea  ·  Apr 2, 2024

8. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

   24 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Mackenzie Brunson supported this idea  ·  Apr 2, 2024

9. birthday - option to not include year

   90 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Mackenzie Brunson supported this idea  ·  Apr 2, 2024

10. 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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    Mackenzie Brunson supported this idea  ·  Apr 2, 2024

11. Same Beneficiary, Different Purpose

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Mackenzie Brunson supported this idea  ·  Feb 26, 2024

12. CC and BCC E-mail to attach donor correspondence

    25 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Mackenzie Brunson supported this idea  ·  Jan 8, 2024

13. PROBLEM: There is an extra step for Primary Advisors to approve a grant request that he/she has created and that is confusing to the Primar

    7 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Mackenzie Brunson supported this idea  ·  Dec 27, 2023

14. Email receipt

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Mackenzie Brunson supported this idea  ·  Dec 27, 2023

15. Gift Adjustments: Requires Unreconciliation

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Mackenzie Brunson supported this idea  ·  Dec 27, 2023

16. online donations creating new profiles each time

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Mackenzie Brunson supported this idea  ·  Dec 27, 2023