Settings and activity

52 results found

1. Keep Attached Files When Tributes Merge

   19 votes

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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

2. Email Tax Receipt Preview

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

3. Numbers Formatting

   19 votes

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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

4. Color code outward facing fields

   58 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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

5. One Log In Across Foundant Platforms

   221 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

6. Docusign Integration

   133 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

7. Report on 1st time donors to a fund, including fund advisors

   14 votes

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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

8. 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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   Leeann Wright supported this idea  ·  Jun 7, 2024

9. Create Custom report option for Loyal Donors

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

11. Donor Contact

    23 votes

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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

12. email - integration with Outlook

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright commented  ·  Jun 7, 2024  ·  Edit…  ·  Delete…

    AND Gmail, for those of us not using outlook. :)

    Save Submitting...
    Leeann Wright supported this idea  ·  Jun 7, 2024

13. Multiple contacts for Organizations

    44 votes

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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

14. Preferred Contact Profile Field

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    28 votes

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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

15. Merge suggestion should automatically be removed when an individual is added to household

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

16. Profile changes (ex: name, address) should not update historical information.

    55 votes

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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

17. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

18. Flag Duplicate Addresses

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

19. Capitalization

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

20. GLM/SLM changes syncing with csuite profiles

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024