Settings and activity

101 results found

1. Add option to generate a Word file for bulk print year-end tax receipts

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jan 10, 2025

2. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

   19 votes

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

   
   

   Emily Asboe supported this idea  ·  Dec 18, 2024

3. Option to delete more than one report at a time

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Nov 25, 2024

4. Add Household Steward as a field in custom reports

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Nov 13, 2024

5. Track Fund Milestone Anniversaries

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Nov 12, 2024

6. When completing a recurring task, provide option to add a note

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Nov 12, 2024

7. portal style

   11 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Emily Asboe supported this idea  ·  Nov 12, 2024

8. Indicate required fields with an asterisk

   51 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Nov 12, 2024

9. It would be helpful if anonymous grants were marked in red.

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Nov 12, 2024

10. Return to PROFILE instead of campaign when deleting from campaign

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

11. Use today's technology to post donations from scanned images to eliminate manual data entry.

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

12. Add Salutation as a Required Field to Checkout

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

13. E-Tickets for Events in CSuite

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

14. Personalization of "Make A Donation" button - to display FA's fund only

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

15. Ability to search for opportunities using global search and adding an opportunities search bar

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

16. charity check

    6 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

17. Change Grantee in Grant Request to internal fund

    55 votes

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    12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Emily Asboe supported this idea  ·  Nov 12, 2024

18. Giving Hub: Event Ticket Issue

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    9 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Oct 30, 2024

19. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Emily Asboe supported this idea  ·  Oct 30, 2024

20. Masking Anonymous Profiles

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Oct 30, 2024