Settings and activity

11 results found

1. Grant Letters - Need Ability to Customize Process & Edit Letters

   69 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susan Price supported this idea  ·  Jun 5, 2025

2. Link Tasks to the Stages in Opportunities

   31 votes

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

   
   

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   Susan Price commented  ·  May 29, 2025  ·  Edit…  ·  Delete…

   We need this to be able to use the opportunities consistently. Otherwise, each stage isn't defined. Please implement as soon as possible! Thank you!

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   Susan Price supported this idea  ·  May 29, 2025

3. Login As --Removes user's existing login

   215 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Price supported this idea  ·  Apr 28, 2025

4. Simplify/Merge the Grant Request screens

   96 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Price supported this idea  ·  Apr 23, 2025

5. 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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   Susan Price supported this idea  ·  Apr 17, 2024

6. 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

   
   

   Susan Price supported this idea  ·  Apr 17, 2024

7. 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

   
   

   Susan Price supported this idea  ·  Apr 17, 2024

8. 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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   Susan Price supported this idea  ·  Apr 17, 2024

9. Viewing vouchers under a vendor

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Susan Price supported this idea  ·  Feb 2, 2024

10. Make Opportunity Type Inactive

    29 votes

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

    
    

    An error occurred while saving the comment
    Susan Price commented  ·  Dec 23, 2022  ·  Edit…  ·  Delete…

    I was just coming to post the same request. We need to make old Note Types inactive - or be able to merge the two types that are redundant. Being able to make inactive is better though!

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    Susan Price supported this idea  ·  Dec 23, 2022

11. 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

    
    

    Susan Price supported this idea  ·  Dec 23, 2022