Settings and activity

40 results found

1. Fund Advisor Log - Display User name in log for reset password - not Fund Advisor

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Apr 29, 2024

2. Donations Report Fields: Opportunity Id and Opportunity Assigned Name

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Apr 12, 2024

3. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

   24 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Mar 18, 2024

4. 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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   Stacey Bell supported this idea  ·  Mar 13, 2024

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

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Mar 2, 2024

6. Bulk Delete Profiles from Campaign

   35 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Feb 27, 2024

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

   102 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Feb 23, 2024

8. Search option for online purchases

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Feb 21, 2024

9. Add option to 'set notify' in custom reports

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Feb 20, 2024

10. Pledge Reminder Primary contact full name

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  Feb 19, 2024

11. Receiving a notification for guest's name updates

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  Feb 13, 2024

12. general ledger

    4 votes

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

    
    

    Stacey Bell shared this idea  ·  Jan 26, 2024

13. General Ledger Search- From>To Accounts

    23 votes

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

    
    

    Stacey Bell supported this idea  ·  Jan 26, 2024

14. Budget to actual reporting

    2 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Stacey Bell shared this idea  ·  Nov 10, 2023

15. Filter by TOTAL Donations in Donor Report

    22 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

    
    

    Stacey Bell supported this idea  ·  Jul 11, 2023

16. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    12 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

    
    

    Stacey Bell supported this idea  ·  Jun 30, 2023

17. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    17 votes

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

    
    

    Stacey Bell supported this idea  ·  Jun 22, 2023

18. Tasks viewable to everyone who opens a profile

    25 votes

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

    
    

    Stacey Bell supported this idea  ·  May 31, 2023

19. Notification for Approval Requester

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  May 12, 2023

20. Admin Fee Edit

    33 votes

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

    
    

    Stacey Bell supported this idea  ·  Mar 22, 2023