Settings and activity

306 results found

1. Attached files sorted most recent at the top (or options to select sort).

   40 votes

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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

2. bulk upload

   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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

3. grant notification to grantees - have two default emails

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

4. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

5. Create custom view or add columns to donation bucket list

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

6. Favorite Custom Reports

   49 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

   
   

   Robin Wolff supported this idea  ·  Apr 3, 2024

7. Primary Contact Field in Reports

   25 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

8. Send or print grant letters in bulk, not just by check batch

   30 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

9. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   32 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Robin Wolff supported this idea  ·  Apr 3, 2024

10. Multiple Advisors on one grant

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

11. Multifund Invoices

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

12. Household opportunities should show on Individual profiles

    58 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

    
    

    Robin Wolff supported this idea  ·  Apr 3, 2024

13. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    64 votes

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

    
    

    Robin Wolff supported this idea  ·  Apr 3, 2024

14. Scholarship Directory (Similar to Nonprofit Directory)

    70 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

15. Envelope Printing Incorrectly for DAF Donations

    40 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

16. Fund Advisor Bulk Edits

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

17. Pay Email Address for EFT Grant Notifications

    53 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Robin Wolff supported this idea  ·  Apr 3, 2024

18. If Then logic custom reports

    19 votes

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

    
    

    Robin Wolff supported this idea  ·  Mar 21, 2024

19. Allow editing a custom report name, description or sharing without having to save as a different report

    26 votes

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

    
    

    Robin Wolff supported this idea  ·  Mar 21, 2024

20. Add # of Gifts field to Profile reports

    40 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

    
    

    Robin Wolff supported this idea  ·  Mar 21, 2024