Settings and activity

72 results found

1. Reports: Freeze the column headers

   33 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

2. allow inactive and activate of profile from left menu

   9 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

3. 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

4. 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

5. 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

6. Add Fields to the Donation Import Template

   20 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

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

   10 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

8. Closed Funds should appear in Red in Relationships tab

   81 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

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

   33 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

10. 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

11. Flag Duplicate Addresses

    20 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

12. Add multiple payment types and banking information to profiles

    17 votes

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

13. Recognize soft credits on donor profiles

    30 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

14. Create ability to attach files to a note

    89 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

15. 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

16. birthday - option to not include year

    90 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

17. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    31 votes

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

18. Have ability to set system wide "reduce spendable" to Vouchers rather on a voucher by voucher input.

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 7, 2024

19. Grant Approver: Easier way to create new approver

    29 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 6, 2024

20. Fund Advisor Log - Display User name in log for reset password - not Fund Advisor

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Apr 29, 2024