Settings and activity

20 results found

1. Fiscal Sponsorships/Sponsored Orgs

   31 votes

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   5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Flo Akselrad supported this idea  ·  Apr 17, 2025

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

   215 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Apr 16, 2025

3. email - integration with Outlook

   85 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Sep 26, 2024

4. Docusign Integration

   138 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Sep 26, 2024

5. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Sep 26, 2024

6. Recurring Alerts on Home Menu

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   100 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Sep 26, 2024

7. Provide the option to show grant payment activity on fund statements.

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Sep 26, 2024

8. Create custom view or add columns to donation bucket list

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Mar 12, 2024

9. Link opportunity to a pledge

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Flo Akselrad supported this idea  ·  Mar 12, 2024

10. Add conditional logic to custom fields

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024

11. 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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    Flo Akselrad supported this idea  ·  Mar 12, 2024

12. Add filters to the check voucher module

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Please add the specific object and filters needed.

    Flo Akselrad supported this idea  ·  Mar 12, 2024

13. Send or print grant letters in bulk, not just by check batch

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024

14. Change opportunities to the engagement tab

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024

15. Recognize soft credits on donor profiles

    37 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024

16. Allow bulk updates via data imports (csv with unique IDs)

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024

17. Fund statements: Need school name in Grantee section

    154 votes

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    21 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Flo Akselrad supported this idea  ·  Mar 12, 2024

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

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024

19. Duplicate Profiles

    19 votes

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

    
    

    Flo Akselrad supported this idea  ·  Mar 12, 2024

20. Add multiple payment types and banking information to profiles

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024