Settings and activity

237 results found

1. Track Fund Milestone Anniversaries

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

2. Bulk Exclude Rev Share

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

3. Fund Created Field - not a date stamp

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

4. Change Log back to detail it used to provide

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

5. Fund Log - track all changes made under Relationship tab

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

6. Alert report

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

7. fund beneficiary

   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

8. fund balance on fund history page

   31 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

9. Track principal balance

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

10. Add ability to view grants in a tab on the fund page

    16 votes

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    4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

    Anne Reid supported this idea  ·  Jul 17, 2025

11. Philanthropic Interest to be set on the Fund

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

12. Fund Reminders

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

13. Fund Anniversary with Thank You Letter Template

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

14. Fund Design - Permission for adding fund images and description(s)

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

15. Only open funds in FUNDS search bar

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

16. Ability to edit Profile Fund Link categories versus deleting and relinking

    60 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

17. Profiles Browse screen - indicate inactive

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid shared this idea  ·  Jul 17, 2025

18. Profile changes (ex: name, address) should not update historical information.

    53 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  ·  Jul 17, 2025

19. Reports: Freeze the column headers

    55 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

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

    61 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025