Settings and activity

75 results found

1. 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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   Julie Dowell supported this idea  ·  Apr 16, 2024

2. 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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   Julie Dowell supported this idea  ·  Apr 16, 2024

3. Single Sign On with Microsoft 365

   7 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

4. Advisor Household label field in grant template

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

5. Add the ability to import custodial statements

   4 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Dec 21, 2023

6. notes by date

   16 votes

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

   
   

   Julie Dowell supported this idea  ·  Sep 6, 2023

7. Task Calendar Invite

   26 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Sep 6, 2023

8. Tasks viewable to everyone who opens a profile

   31 votes

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

   
   

   Julie Dowell supported this idea  ·  Sep 6, 2023

9. Opportunity Tasks Notes Need to Show Up on the Fund

   37 votes

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

   
   

   Julie Dowell supported this idea  ·  Sep 6, 2023

10. inactive users - remove from assign to task list

    26 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

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

11. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Sep 6, 2023

12. Task Email Reminder to include task description

    14 votes

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

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

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

    21 votes

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

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

14. Note block view and sizing s/b across full screen.

    18 votes

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

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

15. salutation/mailing label auto fill

    23 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

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023