Settings and activity

56 results found

1. Please mark Memorial Tribute profiles created by System as "Deceased, do not mail"

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  April 03, 2024

2. Tributes sent - should be in the logs for the profile receiving the notification

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  April 03, 2024

3. "Tribute Sent" & "Date Tribute Notification Sent" & if mailed or emailed report option please

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  April 03, 2024

4. Tribute search

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  April 03, 2024

5. tributes content

   5 votes

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

   
   

   Missy Belles supported this idea  ·  April 03, 2024

6. Tribute Notification

   14 votes

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

   
   

   Missy Belles supported this idea  ·  April 03, 2024

7. Tribute "Bucket" notification

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   6 votes

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   1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   What about a Tribute Notify custom report.  You could filter to "needs notification" and set it to auto email weekly or monthly?  

   Missy Belles supported this idea  ·  April 03, 2024

8. memorial

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  April 03, 2024

9. Multifund Invoices

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  April 03, 2024

10. fund advisor settings - can we make them editable individually instead of universally?

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Missy Belles shared this idea  ·  April 01, 2024

11. Please add an "opt in" button on donation portal - so we can share donor info with agency grantee

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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    Missy Belles shared this idea  ·  April 01, 2024

12. Please add profile created date to profile filter reports

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Missy Belles shared this idea  ·  April 01, 2024

13. Grant refunds post to spendable option

    70 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  March 29, 2024

14. Combine credit card fees with the donation amount

    106 votes

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

    
    

    Missy Belles supported this idea  ·  March 29, 2024

15. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  March 29, 2024

16. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    133 votes

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

    
    

    Missy Belles supported this idea  ·  March 29, 2024

17. Secure option to obtain ACH information

    147 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  March 29, 2024

18. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  March 29, 2024

19. tributes

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  March 28, 2024

20. Donor to choose Grant Type on Fund Advisor Portal

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  March 28, 2024