Settings and activity

77 results found

1. Opportunity bulk import improvement

   43 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Nov 26, 2024

2. Custom Reports: Opportunity Tasks & Notes

   108 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Nov 22, 2024

3. Opportunity Task Workflow

   50 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

4. Donor Rollup Report: Date of Last Gift

   10 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

5. fund balance on fund history page

   31 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

6. Task Email Reminder to include task description

   14 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

7. Household opportunities should show on Individual profiles

   63 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  ·  Apr 9, 2024

8. GLM/SLM changes syncing with csuite profiles

   27 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

9. One Log In Across Foundant Platforms

   225 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Apr 9, 2024

10. Favorite Custom Reports

    49 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

11. Organization's name in event ticket

    59 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

12. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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

13. Fund Advisor Bulk Edits

    39 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

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

    114 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

15. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

16. birthday - option to not include year

    114 votes

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

17. 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

    
    

    Madeline Bennett supported this idea  ·  Apr 9, 2024