Settings and activity

61 results found

1. Flag Duplicate Addresses

   27 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

2. Add multiple payment types and banking information to profiles

   21 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

3. Recognize soft credits on donor profiles

   39 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 8, 2024

4. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   66 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

5. birthday - option to not include year

   115 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

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

   36 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

7. Grant Approver: Easier way to create new approver

   34 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 6, 2024

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

   25 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

9. Advisor Household label field in grant template

   17 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

10. 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

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

    116 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

12. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Feb 19, 2024

13. Automated Workflows for Donor Stewardship

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

    29 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

15. Tasks viewable to everyone who opens a profile

    32 votes

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    8 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. Add # of Gifts field to Profile reports

    42 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

17. Docusign Integration

    144 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

18. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  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

19. board portal

    203 votes

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

    
    

    Paulette Bassil supported this idea  ·  Apr 19, 2023

20. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  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.

    Paulette Bassil supported this idea  ·  Apr 19, 2023