Settings and activity

118 results found

1. Allow donor to opt out of automatically generated tax receipt from online donation

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Carol Reynolds shared this idea  ·  Aug 15, 2024

2. Bring back the option for archived campaign to show on a profile!

   18 votes

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   3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

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   Carol Reynolds commented  ·  Aug 8, 2024  ·  Edit…  ·  Delete…

   Holly-that is helpful, but since we use campaigns to track programming, events and mailings, it would be fabulous to be able to choose by campaign if they show or not.

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   Carol Reynolds commented  ·  Feb 15, 2024  ·  Edit…  ·  Delete…

   This is an extra step that isn't obvious to someone who is looking for a quick summary.

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   Carol Reynolds shared this idea  ·  Feb 6, 2024

3. display future year's spendable amount on fund statement

   33 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Aug 8, 2024

4. 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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   Carol Reynolds supported this idea  ·  Aug 8, 2024

5. Grant document attachment: Option to set to no grant document by fund or fund group

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Carol Reynolds shared this idea  ·  Jul 29, 2024

6. Grant Letters - Need Ability to Customize Process & Edit Letters

   53 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jul 29, 2024

7. Tributes and Stripe gifts

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   There is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.

   Carol Reynolds supported this idea  ·  Jun 21, 2024

8. Recurring Alerts on Home Menu

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   96 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 21, 2024

9. Stripe Terminal

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 21, 2024

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Carol Reynolds supported this idea  ·  Jun 21, 2024

11. 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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    Carol Reynolds supported this idea  ·  Jun 21, 2024

12. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 21, 2024

13. Organization's name in event ticket

    53 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Apr 23, 2024

14. Process filter on dashboards

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Carol Reynolds shared this idea  ·  Mar 20, 2024

15. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

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

    32 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

17. Search option for online purchases

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

18. Yearly Tax Receipt Templates Download Word.Doc

    26 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

19. Multifund Invoices

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024

20. Create ability to attach files to a note

    105 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Mar 20, 2024