Settings and activity

15 results found

1. Change opportunities to the engagement tab

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Todd Eastis supported this idea  ·  Jun 30, 2025

2. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

   24 votes

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

   
   

   Todd Eastis supported this idea  ·  Jun 30, 2025

3. task

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Todd Eastis supported this idea  ·  Jun 16, 2025

4. birthday - option to not include year

   114 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Todd Eastis supported this idea  ·  Jun 12, 2025

5. Docusign Integration

   142 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Todd Eastis supported this idea  ·  Jun 12, 2025

6. Indicate required fields with an asterisk

   92 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Todd Eastis supported this idea  ·  Jun 12, 2025

7. Donor Portal Financials - Only Allow Reporting on Closed Periods

   97 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Todd Eastis supported this idea  ·  Jun 12, 2025

8. Custom Reports: Opportunity Tasks & Notes

   100 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Todd Eastis supported this idea  ·  Jun 12, 2025

9. Change Engagement Strategy type of variable

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Todd Eastis shared this idea  ·  Jun 12, 2025

10. Login As --Removes user's existing login

    224 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Todd Eastis supported this idea  ·  Jun 12, 2025

11. Bio field on primary profile page

    14 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Todd Eastis supported this idea  ·  Mar 3, 2025

12. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Todd Eastis supported this idea  ·  Mar 3, 2025

13. Automated Workflows for Donor Stewardship

    23 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Todd Eastis supported this idea  ·  Mar 3, 2025

14. Recognize soft credits on donor profiles

    38 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Todd Eastis supported this idea  ·  Feb 28, 2025

15. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Todd Eastis supported this idea  ·  Feb 28, 2025