Settings and activity

14 results found

1. Household opportunities should show on Individual profiles

   63 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

   
   

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   Mackenzie Brunson commented  ·  Aug 7, 2025  ·  Edit…  ·  Delete…

   It is so frustrating to have to go to three different profiles of a husband/wife/household to see if there is an opportunity. This would be great for our workflow and save us so much time.

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   Mackenzie Brunson supported this idea  ·  Nov 12, 2024

2. Simplify/Merge the Grant Request screens

   102 votes

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Mackenzie Brunson supported this idea  ·  May 1, 2025

3. Add Proxy Information in System Log when Login As is used - Audit Purposes

   13 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Mackenzie Brunson supported this idea  ·  May 1, 2025

4. Allow for Nestled Opportunities

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

5. Link Tasks to the Stages in Opportunities

   32 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

   
   

   Mackenzie Brunson supported this idea  ·  Nov 12, 2024

6. Opportunity Task Workflow

   50 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

7. Change opportunities to the engagement tab

   18 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

8. Automatic Emails for Opportunities using Stages as Triggers

   13 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

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

   23 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

10. birthday - option to not include year

    113 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

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

    114 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

12. Email receipt

    20 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

13. Gift Adjustments: Requires Unreconciliation

    20 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

14. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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