Settings and activity

58 results found

1. 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

2. 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

3. 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

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

   111 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. Tasks viewable to everyone who opens a profile

    30 votes

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    7 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

12. 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

13. Docusign Integration

    138 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

14. Add Permission to View ACH Details in Profiles

    40 votes

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    6 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

15. 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

16. board portal

    200 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

17. Combine credit card fees with the donation amount

    117 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

    
    

    Paulette Bassil supported this idea  ·  Apr 19, 2023

18. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Mar 22, 2023