Settings and activity

57 results found

1. Campaigns: Option to add all or primary emails to report

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Aug 16, 2024

2. Profile: Add Sort Key field

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Aug 7, 2024

3. Nonprofit Directory: Option to hide email and phone columns

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jul 14, 2024

4. Bulk option to activate Nonprofit designation

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jul 9, 2024

5. Reports: Freeze the column headers

   23 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jun 25, 2024

6. allow inactive and activate of profile from left menu

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jun 4, 2024

7. Custom Fields - for grantee designation

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 22, 2024

8. Profiles: Allow edit of profile phone types

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 22, 2024

9. Opportunity balance should reflect when the opportunity is committed by a pledge

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 13, 2024
   Paulette Bassil shared this idea  ·  May 6, 2024

10. Add Fields to the Donation Import Template

    19 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

11. Add Indicator on Profiles to identify them as having been created by Import Donations Tool

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

12. Closed Funds should appear in Red in Relationships tab

    80 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

13. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    30 votes

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

    
    

    Paulette Bassil supported this idea  ·  May 8, 2024

14. Prevent Duplicate Fund Short Names

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

15. Flag Duplicate Addresses

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

16. Add multiple payment types and banking information to profiles

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

17. Recognize soft credits on donor profiles

    24 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

18. Create ability to attach files to a note

    76 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

19. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 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

    
    

    Paulette Bassil supported this idea  ·  May 8, 2024

20. birthday - option to not include year

    81 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024