Settings and activity

19 results found

1. Metrics Dashboard Date Range

   6 votes

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   0 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel supported this idea  ·  Feb 7, 2025

2. 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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   Ms. Casey Schandel supported this idea  ·  Nov 21, 2024

3. Dedupe by address and also by "similar" name.

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel supported this idea  ·  Nov 21, 2024

4. Ability to build custom dashboards

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   51 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel supported this idea  ·  Nov 21, 2024

5. Add Salutation as a Required Field to Checkout

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel supported this idea  ·  Nov 21, 2024

6. Change Grantee in Grant Request to internal fund

   56 votes

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   Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel supported this idea  ·  Nov 21, 2024

7. Advisor Household label field in grant template

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel supported this idea  ·  Nov 19, 2024

8. Add Organization Name and Contact Title as Template Fields for Grant Award Letters

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel shared this idea  ·  Nov 19, 2024

9. Duplicate Org Search/Merge Help

   27 votes

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   Feedback Needed  ·  8 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Ms. Casey Schandel supported this idea  ·  May 29, 2024

10. Flag Duplicate Addresses

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Ms. Casey Schandel supported this idea  ·  Apr 22, 2024

11. Closed Funds should appear in Red in Relationships tab

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Ms. Casey Schandel supported this idea  ·  Apr 22, 2024

12. Create ability to attach files to a note

    102 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Ms. Casey Schandel supported this idea  ·  Apr 22, 2024

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

    109 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Ms. Casey Schandel supported this idea  ·  Apr 22, 2024

14. 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

    
    

    Ms. Casey Schandel supported this idea  ·  Dec 13, 2023

15. 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

    
    

    Ms. Casey Schandel supported this idea  ·  Dec 13, 2023

16. Recurring Alerts on Home Menu

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    91 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Ms. Casey Schandel supported this idea  ·  Nov 10, 2022

17. Color code outward facing fields

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Ms. Casey Schandel supported this idea  ·  Nov 10, 2022

18. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Ms. Casey Schandel supported this idea  ·  Nov 10, 2022

19. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Ms. Casey Schandel supported this idea  ·  Nov 10, 2022