Settings and activity

166 results found

1. Make Profile address fields/windows longer on screen

   9 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Reid shared this idea  ·  Mar 18, 2025

2. Yearly Tax Receipt Templates Download Word.Doc

   27 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

3. Return Check

   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

4. 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

5. Online Donation Email Subject

   9 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 26, 2025

6. Add Salutation as a Required Field to Checkout

   32 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

7. Change profile on opportunity

   4 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

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

   8 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

9. Household opportunities should show on Individual profiles

   65 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 26, 2025

10. Link opportunity to a pledge

    28 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 26, 2025

11. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 26, 2025

12. Saving Yearly Tax Receipts to Profiles

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid commented  ·  Feb 14, 2025  ·  Edit…  ·  Delete…

    Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

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    Anne Reid shared this idea  ·  Feb 14, 2025

13. Identifying Yearly Tax Recipients

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid shared this idea  ·  Feb 14, 2025

14. Add Yearly-Tax Receipt to Portal in Files or Statements

    14 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  ·  Feb 14, 2025

15. yearly tax receipts

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 14, 2025

16. Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Feb 14, 2025

17. Giving Hub link for guest Donations to Funds marked Private

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Anne Reid commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

    Please make this happen. We have many donors that would like to donate to a private DAF for a tribute donation.

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    Anne Reid supported this idea  ·  Dec 19, 2024

18. Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)

    3 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  ·  Nov 19, 2024

19. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Anne Reid supported this idea  ·  Nov 19, 2024

20. Public Securities: Add back preview button on sale

    6 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  ·  Nov 19, 2024