Settings and activity

261 results found

1. notes

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   0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 17, 2025

2. Filtered Fund Lists (with URL)

   5 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 17, 2025

3. Bulk reassign tasks

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 17, 2025

4. Fund Advisor Portal: Total Grant Distributions in Calendar Year

   7 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 11, 2025

5. Tax Receipts: Separate fields for Donor profile and Donation Advisor

   5 votes

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   0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Madison Leighty shared this idea  ·  Jun 11, 2025

6. Fund Advisor Tracking Options

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 11, 2025

7. Award Letter

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 6, 2025

8. Show the donation advisor name

   9 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 6, 2025

9. Better Notes layout in Reports - include carriage return

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jun 6, 2025

10. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jun 6, 2025

11. Allow copying of an opportunity

    3 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jun 6, 2025

12. New Quick Reference Guide - Allow Users to Edit/Customize

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jun 6, 2025

13. Donor Portal

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jun 6, 2025

14. Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)

    4 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  ·  Jun 6, 2025

15. "Send Login Email" from Profile Login Info

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty shared this idea  ·  Jun 5, 2025

16. Custom Reports: Opportunity Tasks & Notes

    97 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madison Leighty commented  ·  May 20, 2025  ·  Edit…  ·  Delete…

    Absolutely key for internal tracking of donor pipelines and constituent engagement. It is tedious to pull these separate reports and combine them by hand. The ideal integrated report for us would be one that contains all the necessary fields to provide a basic overview of the status of each of a user's open opportunities AND the recent activity (tasks, notes) on each opportunity.

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    Madison Leighty supported this idea  ·  Jan 2, 2025

17. Giving Hub - Customized Questions

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  May 20, 2025

18. Expand Reports for Opportunities

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  May 20, 2025

19. maria casey

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  May 20, 2025

20. Donor Portal should display only posted donations

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  May 20, 2025