Settings and activity

8 results found

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

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Karlene Behlen supported this idea  ·  Oct 9, 2024

2. Create Custom report option for Loyal Donors

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Karlene Behlen supported this idea  ·  Jan 24, 2024

3. Tasks viewable to everyone who opens a profile

   25 votes

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

   
   

   Karlene Behlen supported this idea  ·  Jan 4, 2024

4. 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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   Karlene Behlen supported this idea  ·  Dec 20, 2023

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

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   30 votes

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

   
   

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   Karlene Behlen commented  ·  Sep 14, 2023  ·  Edit…  ·  Delete…

   There are currently no notifications when tributes are created. It would be nice if there would be a number next to the tab....ie (Tributes (3) like there is for donations. Otherwise you have to keep checking the tab to see if any tributes were created.

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   Karlene Behlen supported this idea  ·  Sep 14, 2023

6. Admin Fees: choose more than one donation type for an Admin Fee

   22 votes

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

   
   

   Karlene Behlen supported this idea  ·  Jan 25, 2023

7. Add option to create a letter from a profile

   47 votes

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

   
   

   Karlene Behlen supported this idea  ·  Jan 23, 2023

8. For bulk year-end print receipts, print them in order of the report, not random order

   16 votes

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   0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Karlene Behlen supported this idea  ·  Jan 19, 2023