Settings and activity

20 results found

1. email - integration with Outlook

   70 votes

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

2. Docusign Integration

   128 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

3. 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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   Flo Akselrad supported this idea  ·  Sep 26, 2024

4. profiles: display relationship and engagement tab numbers

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   54 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

5. Recurring Alerts on Home Menu

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   77 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

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

   7 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

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

   11 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

8. Link opportunity to a pledge

   16 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

9. Add conditional logic to custom fields

   14 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

10. Automated Workflows for Donor Stewardship

    21 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

11. Add filters to the check voucher module

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Please add the specific object and filters needed.

    Flo Akselrad supported this idea  ·  Mar 12, 2024

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

    29 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

13. Change opportunities to the engagement tab

    15 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

14. Recognize soft credits on donor profiles

    30 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Flo Akselrad supported this idea  ·  Mar 12, 2024

15. 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

16. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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

17. Review all letters in CSuite similar to the Fund Statement review function

    9 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

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

    31 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

    17 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

    17 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