Settings and activity

120 results found

1. Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails

   9 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jul 3, 2024

2. Wealth search third party software to integrate with CSuite

   21 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jul 3, 2024

3. Add to Calendar on Emailed Event Receipt and/or Event page

   62 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  May 23, 2024

4. QR Code generated for online tickets sold for fundraising events & check in capabilities

   33 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  May 23, 2024

5. Add campaign categories as a filter and field in custom reports

   25 votes

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

   
   

   Emily Asboe supported this idea  ·  May 23, 2024

6. birthday - option to not include year

   114 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Mar 5, 2024

7. Tribute bucket shows number of tributes needing to be sent in parentheses

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   34 votes

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

   
   

   Emily Asboe supported this idea  ·  Mar 5, 2024

8. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   66 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Asboe supported this idea  ·  Jan 25, 2024

9. Yearly Tax Receipt Templates Download Word.Doc

   27 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jan 18, 2024

10. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Dec 21, 2023

11. Tasks viewable to everyone who opens a profile

    31 votes

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    8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Emily Asboe supported this idea  ·  Dec 21, 2023

12. Task Email Reminder to include task description

    14 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

    
    

    Emily Asboe supported this idea  ·  Dec 21, 2023

13. Viewing all notes for a Household profile and any members

    21 votes

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

    
    

    Emily Asboe supported this idea  ·  Dec 21, 2023

14. Allow Editing/Deleting the Automatic Pledge Adjustment

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Dec 21, 2023

15. Make Opportunity Type Inactive

    28 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

    
    

    Emily Asboe supported this idea  ·  Dec 20, 2023

16. Household opportunities should show on Individual profiles

    63 votes

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

    
    

    Emily Asboe supported this idea  ·  Dec 20, 2023

17. Automated Workflows for Donor Stewardship

    24 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Dec 20, 2023

18. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Dec 19, 2023

19. Hate Groups, Extremist Groups

    18 votes

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    2 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  ·  Dec 5, 2023

20. Fund Advisor Bulk Edits

    39 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 27, 2023