Settings and activity

31 results found

1. Statement Type Editing

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Rio Wofford shared this idea  ·  May 26, 2026

2. Correct Format for Fund Steward Name on Fund Statements

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Rio Wofford commented  ·  May 22, 2026  ·  Edit…  ·  Delete…

   The ideal field would be the first and last name in order without any commas. Therefore, "Wofford, Rio" would become "Rio Wofford".

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   Rio Wofford supported this idea  ·  May 22, 2026

3. French

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Mar 27, 2026

4. Add Content section for Yearly Tax Receipt emails

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Feb 4, 2026

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

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Jan 15, 2026

6. Organization Summary Feedback

   13 votes

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   35 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Hi Everyone!

   Thank you for the initial feedback.

   With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:

   -Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.

   -Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.

   Foundation Status:

   There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.

   Rio Wofford supported this idea  ·  Nov 25, 2025

7. Grant Award Letter Email

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Rio Wofford shared this idea  ·  Oct 22, 2025

8. Opportunity Assignment

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Rio Wofford shared this idea  ·  Oct 22, 2025

9. Opportunity Tasks

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Rio Wofford shared this idea  ·  Oct 22, 2025

10. Opportunity Beneficiary Profile

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    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Oct 22, 2025

11. Opportunity Stage Adjustment

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Oct 22, 2025

12. Tax Receipt Template in Donation Reporting

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Rio Wofford supported this idea  ·  Sep 3, 2025

13. Donor Portal should display only posted donations

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Rio Wofford supported this idea  ·  Aug 20, 2025

14. Add "Item Dates" to Tax Receipt Fields

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Aug 12, 2025

15. Add "Item Dates" to Tax Receipt Fields

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Edit…  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Aug 12, 2025

16. Bulk Edit Fund Statements by Fund Type

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Rio Wofford supported this idea  ·  Aug 4, 2025

17. manual fund statements

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Jul 25, 2025

18. Public Name for Internal Grant Funds

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Rio Wofford commented  ·  Jul 23, 2025  ·  Edit…  ·  Delete…

    As a general rule, if the Fund Name populates in Template Field Lists, it would be nice also to have the Public Fund Name listed as an option.

    Thank you, Team!

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    Rio Wofford supported this idea  ·  Jul 23, 2025

19. Grant Award Summary

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Jul 9, 2025

20. Fund Statement Grants

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Jul 9, 2025