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5 results found

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

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Nadia Spock commented  · 

    It would be great if notes made on an individual's profile would also roll up to their household profile. It's easy to miss an important note if it was made on an individual profile and doesn't carry over. Thank you!!

    Nadia Spock supported this idea  · 

  2. Option for household changes to populate individual profiles linked to household

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Nadia Spock supported this idea  · 

  3. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Nadia Spock supported this idea  · 

  4. Combine credit card fees with the donation amount

    119 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Nadia Spock supported this idea  · 

  5. Meal Requests with campaign

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Nadia Spock supported this idea  ·