Settings and activity

237 results found

1. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

2. Sort Feature on Bank Reconciliation

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

3. Detail Trial Balance - Add to Left Menu

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

4. Print column headings on multiple pages of pdf reports from "print page"

   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

5. Add # of Gifts field to Profile reports

   43 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

   
   

   Anne Reid supported this idea  ·  Aug 6, 2025

6. 1099 - Add Mailing Address to Report

   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

7. Favorite Custom Reports

   49 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

   
   

   Anne Reid supported this idea  ·  Aug 6, 2025

8. An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

9. Record photo covers file type

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

10. Record photo covers file type

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

11. Add Profile Type Field to the Profile Creation Interface

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

12. Dedupe by address and also by "similar" name.

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

13. Bio field on primary profile page

    19 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

14. Multiple contacts for Organizations

    45 votes

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

    
    

    Anne Reid supported this idea  ·  Aug 6, 2025

15. Add option to create a letter from a profile

    47 votes

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

    
    

    Anne Reid supported this idea  ·  Aug 6, 2025

16. Add Content section for Yearly Tax Receipt emails

    11 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  ·  Aug 6, 2025

17. Verify Donations are Linked to a Pledge

    • 

    15 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  ·  Aug 6, 2025

18. Automated Workflows for Donor Stewardship

    24 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

19. Opportunity Tasks Notes Need to Show Up on the Fund

    37 votes

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

    
    

    Anne Reid supported this idea  ·  Jul 17, 2025

20. Attached files sorted most recent at the top (or options to select sort).

    42 votes

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

    
    

    Anne Reid supported this idea  ·  Jul 17, 2025