Settings and activity

34 results found

1. Record photo covers file type

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  May 15, 2025

2. Default Template - None

   10 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  May 15, 2025

3. Ability to Import Ticket Requests

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   EmilyFisher shared this idea  ·  May 15, 2025

4. Portal: Display donor mailing label or recognition name instead of name

   65 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Apr 22, 2025

5. Add Advised Donations to First and Last Donation Dates

   3 votes

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

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

   2 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

7. task list show profile name

   7 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

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

   22 votes

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   2 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

9. Birthday/Anniversay alerts

   4 votes

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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

10. 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

11. Expand Outlook Integration for reading notes & profile details

    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

12. aallieri@cfpbmc.org

    7 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

13. Reports: Freeze the column headers

    56 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

14. Unwanted Updates to Bank Reconcile

    46 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

15. Ability to Build Custom Financial Statements in the Reports Section

    31 votes

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

16. Visual Presentations Using Charts (with GL data)

    17 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

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

    15 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

18. default text in content

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

19. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

20. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

    15 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