Settings and activity

57 results found

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

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   30 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lyndsey Thompson supported this idea  ·  Dec 9, 2024

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

   55 votes

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   Proposed Idea  ·  6 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

   27 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

   25 votes

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   Proposed Idea  ·  6 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

   36 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

   24 votes

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

9. bulk upload

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

    17 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

11. Capacity to tag additional profiles in notes

    18 votes

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

12. Custom Field on Notes

    37 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Oct 2, 2024

13. Stripe Terminal

    23 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  ·  Sep 12, 2024

14. Stripe Terminal

    16 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

15. Advisor Household label field in grant template

    17 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

16. Link one note to multiple profiles or funds

    47 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Mar 22, 2024

17. QR Code generated for online tickets sold for fundraising events & check in capabilities

    27 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Mar 21, 2024

18. ID # search

    42 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lyndsey Thompson supported this idea  ·  Jan 9, 2024

19. Viewing all notes for a Household profile and any members

    20 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  ·  Jan 9, 2024

20. Dynamic "Primary Org Contact" field replace static "Contact" field

    18 votes

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

    
    

    Lyndsey Thompson supported this idea  ·  Dec 5, 2023