Settings and activity

50 results found

1. Add Advised Donations to First and Last Donation Dates

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Edit…  ·  Delete…  ·  Admin →
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   EmilyFisher shared this idea  ·  Mar 26, 2025

2. Cumulative donation field option for custom reporting

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Mar 26, 2025

3. Add # of Gifts field to Profile reports

   41 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

   
   

   EmilyFisher supported this idea  ·  Mar 26, 2025

4. Donor Rollup Report: Date of Last Gift

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Mar 26, 2025

5. Set both a default email tax receipt and print tax receipt templates by fund

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

6. Credit card acknowledgement tax receipt for events

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   1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   EmilyFisher supported this idea  ·  Feb 27, 2025

7. Donor email merge field for tax receipts

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

8. Email receipt

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

9. Advisor Household label field in grant template

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

10. Email Tax Receipt Preview

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

11. task list show profile name

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher shared this idea  ·  Feb 27, 2025

12. Tasks viewable to everyone who opens a profile

    27 votes

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    6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    EmilyFisher supported this idea  ·  Feb 27, 2025

13. Batch attach file to grant

    21 votes

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

    
    

    EmilyFisher supported this idea  ·  Feb 27, 2025

14. Viewing all notes for a Household profile and any members

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    EmilyFisher supported this idea  ·  Feb 27, 2025

15. Alerts

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

16. Accessing note types via Notes section

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

17. Birthday/Anniversay alerts

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You could create a report with a relative date filter that is sent to your email. That might help with this request!

    EmilyFisher supported this idea  ·  Feb 27, 2025

18. Add Meeting Information to Task

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

19. Expand Outlook Integration for reading notes & profile details

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

20. Capacity to tag additional profiles in notes

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025