Settings and activity

39 results found

1. View/Edit/Delete Custom Field Import

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Apr 11, 2025

2. View/Delete Previous Imports for Custom Fields

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Apr 11, 2025

3. Sync Sandbox to an earlier back up of Live Site

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Apr 11, 2025

4. Export format to excel to preserve hyperlinks

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Apr 10, 2025

5. Export Balance Swap

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Apr 10, 2025

6. export task notes

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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

   
   

   Holly Weaver supported this idea  ·  Apr 10, 2025

7. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Apr 10, 2025

8. Export Date / Run Date

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Apr 10, 2025

9. Log Report: Add hyperlink to profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Apr 10, 2025

10. Make PDF Names customizable

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Holly Weaver shared this idea  ·  Apr 4, 2025

11. Yearly Tax Receipt Template - add fund public name

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Apr 3, 2025

12. Public Name for Internal Grant Funds

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Apr 3, 2025

13. Additional information for Grantees (T3010) Report

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Holly Weaver commented  ·  Mar 25, 2025  ·  Edit…  ·  Delete…

    Also, would be helpful to have if the grant was refunded or cancelled in the year and if the payments on the grants are conditional/owing in subsequent years.

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    Holly Weaver supported this idea  ·  Mar 25, 2025

14. Unwanted Updates to Bank Reconcile

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

15. Include Nick Name and Birth Name Fields in Profile Search Results

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

16. Expand Outlook Integration for reading notes & profile details

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Holly Weaver shared this idea  ·  Feb 26, 2025

17. Include attachments from emails when using the new Outlook Integration.

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

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

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

19. profiles: display relationship and engagement tab numbers

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    68 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

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

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025