Settings and activity

84 results found

1. Donor Portal Logout Page

   28 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Paul Tomkins supported this idea  ·  Feb 6, 2025

2. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   23 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Feb 6, 2025

3. Donor Portal suggestion to increase visibility of Create Grant Request

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 29, 2025

4. Custom Reports: Opportunity Tasks & Notes

   76 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 27, 2025

5. Abandoned Cart Email: Option to select who to send email to

   19 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 23, 2025

6. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   46 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 13, 2025

7. Expand capability of "add note to CSuite" Outlook integration

   53 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 2, 2025

8. Foundant for Outlook add-in: add date to note

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 2, 2025

9. Add to Calendar on Emailed Event Receipt and/or Event page

   46 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 2, 2025

10. Tickets without Guest Information

    13 votes

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

    
    

    Paul Tomkins supported this idea  ·  Jan 2, 2025

11. Campaign Ticket Guests

    9 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 2, 2025

12. E-Tickets for Events in CSuite

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 19, 2024

13. Pop-up Communications for Fund Advisors that show in the Portal

    39 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 18, 2024

14. Donor Portal App

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 11, 2024

15. Underwater Report - Rolling Average

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Paul Tomkins shared this idea  ·  Dec 5, 2024

16. New Fund Advisor Portal Grant Request Style

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 4, 2024

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

    187 votes

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    Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 18, 2024

18. Campaign Credit card fees

    23 votes

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

    
    

    Paul Tomkins supported this idea  ·  Nov 14, 2024
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    Paul Tomkins commented  ·  Nov 14, 2024  ·  Edit…  ·  Delete…

    This would be helpful for us ensure we are charging a proper amount for events. For our events we know that most people will sign up and pay online and there is an additional cost via Stripe for that, which can feel hidden when it's not included.

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19. bank investments integration

    22 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 12, 2024

20. term investment - need 1099 interest report

    2 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 12, 2024