Settings and activity

73 results found

1. 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

2. 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

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

   17 votes

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   4 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

4. Tasks viewable to everyone who opens a profile

   25 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

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

   21 votes

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   3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks).  This will connect some of the fields you are requesting, but it does not include notes.

   Paulette Bassil supported this idea  ·  May 18, 2023

6. Add # of Gifts field to Profile reports

   40 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

7. Docusign Integration

   128 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

8. Add Permission to View ACH Details in Profiles

   35 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

9. 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

10. board portal

    167 votes

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    8 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

11. Combine credit card fees with the donation amount

    112 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

12. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Apr 19, 2023

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

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Mar 22, 2023