Settings and activity

48 results found

1. Donation Portal: Giving levels by fund

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   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Oct 18, 2024

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. bulk upload

   14 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. Tasks

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

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

    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

12. Multiple note types on one note

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

13. Task List Sort Options

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

14. Capacity to tag additional profiles in notes

    15 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

15. Custom Field on Notes

    26 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

16. 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

17. 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

18. Upload auction items via spreadsheet

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  May 16, 2024

19. Be able to update RSVPs in bulk

    25 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  May 16, 2024

20. 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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    Lyndsey Thompson supported this idea  ·  Apr 9, 2024