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27 results found

  1. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Elizabeth Pritchard supported this idea  · 

  2. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Elizabeth Pritchard supported this idea  · 

  3. Event Ticket Receipt - Guest Information Fields

    23 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Elizabeth Pritchard supported this idea  · 

  4. Tasks viewable to everyone who opens a profile

    25 votes

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    6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Elizabeth Pritchard supported this idea  · 

  5. 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  ·  Admin →
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    Elizabeth Pritchard supported this idea  · 

  6. Preferred Contact Profile Field

    28 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Elizabeth Pritchard supported this idea  · 

  7. Profiles: required fields - visually display which fields

    38 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Elizabeth Pritchard supported this idea  · 
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