Settings and activity

26 results found

1. Custom Reports: Opportunity Tasks & Notes

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Nov 22, 2024

2. Opportunity Task Workflow

   42 votes

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

   
   

   Madeline Bennett supported this idea  ·  Nov 21, 2024

3. Board Portal Option

   28 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Nov 12, 2024

4. Household Donations on Donor Portal

   30 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Nov 12, 2024

5. Login As --Removes user's existing login

   47 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Nov 12, 2024

6. Donor Rollup Report: Date of Last Gift

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Oct 10, 2024

7. Closed Funds - Displaying Activity on the Portal

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Oct 10, 2024

8. fund balance on fund history page

   28 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madeline Bennett commented  ·  Oct 2, 2024  ·  Edit…  ·  Delete…

   We just recently had a workshop for our nonprofits. They asked if the "export fund balances" excel sheet on the portal could populate the date of the pull as well as the balances. Definitely need this!!

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   Madeline Bennett supported this idea  ·  Oct 2, 2024

9. Restrict fields for editing on public-facing profile

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Sep 23, 2024

10. notes

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Madeline Bennett supported this idea  ·  Apr 9, 2024

11. Task Email Reminder to include task description

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Madeline Bennett supported this idea  ·  Apr 9, 2024

12. Household opportunities should show on Individual profiles

    56 votes

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

    
    

    Madeline Bennett supported this idea  ·  Apr 9, 2024

13. GLM/SLM changes syncing with csuite profiles

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

14. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

15. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

16. Favorite Custom Reports

    45 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

    
    

    Madeline Bennett supported this idea  ·  Apr 9, 2024

17. 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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    Madeline Bennett supported this idea  ·  Apr 9, 2024

18. Organization's name in event ticket

    40 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

19. Campaigns Without Tickets for Online Donations

    92 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

20. online donations creating new profiles each time

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Madeline Bennett supported this idea  ·  Apr 9, 2024