Settings and activity

11 results found

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

   15 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  ·  March 22, 2024

2. Rich text in content please

   11 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  February 12, 2024

3. Task ID Hyperlink for Custom Reports

   11 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Shannon Harper commented  ·  January 09, 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  ·  January 09, 2024

4. Profile Merge should include all fields

   80 votes

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

   
   

   Shannon Harper supported this idea  ·  January 08, 2024

5. FA Donation notifications should include tribute information

   37 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  December 28, 2023

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

   23 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  ·  October 05, 2023

7. Fund Advisor Portal: Vender Payments/Vouchers

   20 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  August 30, 2023

8. 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  ·  August 22, 2023

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

   26 votes

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

   
   

   Shannon Harper supported this idea  ·  July 12, 2023

10. Custom Field Type - number option

    20 votes

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

    
    

    Shannon Harper supported this idea  ·  March 24, 2023

11. Navigation - Add Save option to left side menu

    47 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  ·  September 07, 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  ·  September 07, 2022