Settings and activity

15 results found

1. Add "Item Dates" to Tax Receipt Fields

   8 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  ·  Aug 12, 2025

2. Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)

   5 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  ·  Jun 12, 2025

3. Alumni

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  Jun 4, 2025

4. Pop-up Communications for Fund Advisors that show in the Portal

   42 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  May 21, 2025

5. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   58 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  May 21, 2025

6. Portal: Display donor mailing label or recognition name instead of name

   61 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shannon Harper supported this idea  ·  May 21, 2025

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

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   41 votes

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

8. Pledge Reporting

   6 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

9. 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

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

    28 votes

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    6 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

11. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Shannon Harper supported this idea  ·  Dec 28, 2023

12. Balance Swap Account Filter shows closed accounts

    17 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

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

    33 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

14. Custom Field Type - number option

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Shannon Harper supported this idea  ·  Mar 24, 2023

15. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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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