Settings and activity

67 results found

1. Tickets without Guest Information

   10 votes

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

   
   

   Paulette Bassil supported this idea  ·  Jan 16, 2024

2. When editing a Note, allow fund name to be removed

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Nov 29, 2023

3. Filtering by Custom Field in Donor Report

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   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Nov 15, 2023

4. Allow the 'Ref' field to be revised in Notes so a Note can be moved from one record to another

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Nov 15, 2023

5. Additional Campaign Reports needed

   17 votes

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

   
   

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   Paulette Bassil commented  ·  Oct 25, 2023  ·  Edit…  ·  Delete…

   We need to pull report showing the registrar name, number of tickets, number of assign tickets, and guests name

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   Paulette Bassil supported this idea  ·  Oct 25, 2023

6. Donor Rollup - Add Advised Donation Last Date

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil commented  ·  Oct 20, 2023  ·  Edit…  ·  Delete…

   Here is a sample. Check "Screenshot 2023-10-20"
   FYI - The Donor's report after rollup shows the last donation of the advised donations. Check the "Donor report Screenshot 2023-10-20" file.

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   Paulette Bassil shared this idea  ·  Oct 20, 2023

7. Profile Merge should include all fields

   85 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Aug 24, 2023

8. Ticket Purchaser & Guests In One Spot

   24 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

   
   

   Paulette Bassil supported this idea  ·  Jul 28, 2023

9. display grant letter templates in grant record

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   24 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

   
   

   Paulette Bassil supported this idea  ·  Jul 26, 2023

10. Event Ticket Receipt - Guest Information Fields

    23 votes

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

    
    

    Paulette Bassil supported this idea  ·  Jul 25, 2023

11. Automated Workflows for Donor Stewardship

    17 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jul 21, 2023

12. Filter by TOTAL Donations in Donor Report

    22 votes

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

    
    

    Paulette Bassil supported this idea  ·  Jul 10, 2023

13. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    12 votes

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    2 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  ·  Jul 5, 2023

14. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    16 votes

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

    
    

    Paulette Bassil supported this idea  ·  Jun 22, 2023

15. Tasks viewable to everyone who opens a profile

    24 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

    
    

    Paulette Bassil supported this idea  ·  May 31, 2023

16. Have the ability on the fund level to set the spending policy start distribution date.

    10 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 25, 2023

17. Custom Reports: Multiple Filters

    107 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 23, 2023

18. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    19 votes

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    2 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 18, 2023

19. Tax Receipt Templates - First name field for salutation

    17 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2023

20. Add # of Gifts field to Profile reports

    39 votes

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    2 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  ·  Apr 19, 2023