Settings and activity

52 results found

1. Flag Duplicate Addresses

   25 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  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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   Anne Reid supported this idea  ·  Mar 18, 2025

2. Service Areas - International

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Mar 18, 2025

3. Make Profile address fields/windows longer on screen

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid shared this idea  ·  Mar 18, 2025

4. 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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   Anne Reid supported this idea  ·  Feb 26, 2025

5. Return Check

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 26, 2025

6. Net proceeds total for stock donations

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   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 26, 2025

7. Online Donation Email Subject

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 26, 2025

8. Add Salutation as a Required Field to Checkout

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 26, 2025

9. Make Opportunity Type Inactive

   28 votes

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

   
   

   Anne Reid supported this idea  ·  Feb 26, 2025

10. Opportunity Pop Up Notification

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    28 votes

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

    
    

    Anne Reid supported this idea  ·  Feb 26, 2025

11. Add ability to link Opportunity to a Profile that served as a referral

    33 votes

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

    
    

    Anne Reid supported this idea  ·  Feb 26, 2025

12. Link Tasks to the Stages in Opportunities

    24 votes

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

    
    

    Anne Reid supported this idea  ·  Feb 26, 2025

13. Opportunity Task Workflow

    44 votes

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

    
    

    Anne Reid supported this idea  ·  Feb 26, 2025

14. Change profile on opportunity

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 26, 2025

15. Deceased profiles linked to opportunities

    14 votes

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

    
    

    Anne Reid supported this idea  ·  Feb 26, 2025

16. Assign existing profile note to an opportunity

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 26, 2025

17. Ability to search for opportunities using global search and adding an opportunities search bar

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 26, 2025

18. Change opportunities to the engagement tab

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 26, 2025

19. Household opportunities should show on Individual profiles

    59 votes

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

    
    

    Anne Reid supported this idea  ·  Feb 26, 2025

20. Opportunity should show on Fund Profile

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 26, 2025