Settings and activity

49 results found

1. opportunity letter - need option to email

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Jan 15, 2025

2. Opportunity should show on Fund Profile

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Jan 15, 2025

3. Automatic Emails for Opportunities using Stages as Triggers

   11 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Jan 15, 2025

4. Option to rename "login" button for Portal

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   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lyndsey Thompson shared this idea  ·  Jan 10, 2025

5. Login As --Removes user's existing login

   78 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Jan 6, 2025

6. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

   22 votes

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

   
   

   Lyndsey Thompson supported this idea  ·  Dec 10, 2024

7. Add Email address "Other Detail" to a reporting object.

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   14 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Dec 9, 2024

8. Notes: Collapse list to show most recent with ability to show all

   48 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Oct 2, 2024

9. inactive users - remove from assign to task list

   26 votes

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

   
   

   Lyndsey Thompson supported this idea  ·  Oct 2, 2024

10. Task Calendar Invite

    19 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

11. Opportunity Tasks Notes Need to Show Up on the Fund

    33 votes

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

    
    

    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

12. Custom Field in Tasks

    18 votes

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

    
    

    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

13. Task Email Reminder to include task description

    13 votes

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

    
    

    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

14. Select Share Document [Yes/No] when uploading a file

    23 votes

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

    
    

    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

15. bulk upload

    15 votes

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

    
    

    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

16. Files - Report when there is NOT a file attached (NULL)

    16 votes

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

    
    

    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

17. Capacity to tag additional profiles in notes

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

18. Custom Field on Notes

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

19. Stripe Terminal

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Sep 12, 2024

20. Stripe Terminal

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Sep 12, 2024