Settings and activity

14 results found

1. Closed Funds - Displaying Activity on the Portal

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Shannon Harper supported this idea  ·  Oct 13, 2024

2. IRA Gift Tax Receipt Letters - Salutation & Envelopes

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  Oct 3, 2024

3. Pledge Reporting

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  Jul 3, 2024

4. Bulk Post Pledges - New Bucket

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  Jul 3, 2024

5. Campaign - Linked to Pledge on Pledge Import

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  Jul 3, 2024

6. Donation Import Template - Add Pledge ID

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  May 15, 2024

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

   18 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

   
   

   Shannon Harper supported this idea  ·  Mar 22, 2024

8. Task ID Hyperlink for Custom Reports

   14 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Shannon Harper commented  ·  Jan 9, 2024  ·  Edit…  ·  Delete…

   I love that you can work direct from reports with id's. This would be a great enhancement and time saver!

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   Shannon Harper supported this idea  ·  Jan 9, 2024

9. FA Donation notifications should include tribute information

   65 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  Dec 28, 2023

10. Grant request notification for staff - add more data to email

    28 votes

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

    
    

    Shannon Harper supported this idea  ·  Oct 5, 2023

11. Balance Swap Account Filter shows closed accounts

    16 votes

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

    
    

    Shannon Harper supported this idea  ·  Aug 22, 2023

12. Add Profile Fund Category to Fund Advisor Fund Custom Report

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Shannon Harper supported this idea  ·  Jul 12, 2023

13. Custom Field Type - number option

    21 votes

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

    
    

    Shannon Harper supported this idea  ·  Mar 24, 2023

14. Navigation - Add Save option to left side menu

    51 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

    
    

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    Shannon Harper commented  ·  Sep 7, 2022  ·  Edit…  ·  Delete…

    Or even at the top right or maybe it could be highlighted or a different color than the rest so it really stands out :)

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    Shannon Harper supported this idea  ·  Sep 7, 2022