Settings and activity

160 results found

1. Donor/Fund Advisor Portal Donate Tab

   31 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 12, 2024

2. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 11, 2024

3. On Profiles Engagement tab, 'Add To Campaign' option, have the Campaign ID as the clickable link instead of End Date

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 11, 2024

4. tax receipt labels in WORD, not pdf.

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 11, 2024

5. Delete Default Templates

   30 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 11, 2024

6. address type - apply to all linked profiles

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   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty commented  ·  April 11, 2024  ·  Edit…  ·  Delete…

   Would love to see the "update checked profiles" option for addresses expanded to the Inactive checkbox and the Primary/Pay/Mailing options as well. This would save us so much extra time when making address updates to a household.

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   Madison Leighty supported this idea  ·  April 11, 2024

7. list cart

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 11, 2024

8. Add a receipt interval to the recurring donation setup

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 11, 2024

9. Prevent Duplicate Fund Short Names

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  April 11, 2024

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

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

11. idea lab

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

    Madison Leighty supported this idea  ·  April 11, 2024

12. memorial

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

13. Flag Duplicate Addresses

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

14. Add multiple payment types and banking information to profiles

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

15. Review all letters in CSuite similar to the Fund Statement review function

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

16. Allow bulk updates via data imports (csv with unique IDs)

    12 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

17. Change opportunities to the engagement tab

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

18. Add conditional logic to custom fields

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

19. Link opportunity to a pledge

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024

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

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  April 11, 2024