Settings and activity

64 results found

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

   32 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

2. Grant Approver: Easier way to create new approver

   32 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 6, 2024

3. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

   24 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Mar 18, 2024

4. Advisor Household label field in grant template

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Mar 13, 2024

5. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Mar 1, 2024

6. Last Donation Date does not reflect accurate last gift date

   110 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil commented  ·  Feb 23, 2024  ·  Edit…  ·  Delete…

   If the Rollup Advisor/Household feature is initiated, ensure that the first and last gift dates correspond to the advisor/household/Individual first and last gift dates.
   FYI - The first and last date were pulled from the donation section it has "household" member (ignoring the date that came from an individual donation).

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   Paulette Bassil supported this idea  ·  Feb 23, 2024

7. Search option for online purchases

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Feb 21, 2024

8. Primary Contact Field in Reports

   25 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Feb 19, 2024

9. guest email

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Jan 30, 2024

10. Tickets without Guest Information

    13 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

11. Ticket Purchaser & Guests In One Spot

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jul 28, 2023

12. 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

13. Automated Workflows for Donor Stewardship

    23 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

14. Filter by TOTAL Donations in Donor Report

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    25 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 10, 2023

15. 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

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

    28 votes

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    12 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

17. Tasks viewable to everyone who opens a profile

    27 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

18. Add # of Gifts field to Profile reports

    41 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

19. Docusign Integration

    133 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Apr 19, 2023

20. Add Permission to View ACH Details in Profiles

    39 votes

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

    
    

    Paulette Bassil supported this idea  ·  Apr 19, 2023