Settings and activity

40 results found

1. Google Translate Display

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

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

   105 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Nov 8, 2024

3. New portal for fund advisors - please mark on the profile card which one is the advisor

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  Nov 8, 2024

4. 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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   Missy Belles shared this idea  ·  Oct 22, 2024

5. open books need a warning or a password

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  Oct 9, 2024

6. Multiple contacts for Organizations

   46 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

   
   

   Missy Belles supported this idea  ·  Aug 27, 2024

7. Change "no-reply@fcsuite.com" to Default Email Reply To

   64 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Aug 27, 2024

8. email - integration with Outlook

   87 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Missy Belles supported this idea  ·  Aug 27, 2024

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

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  Apr 3, 2024

10. Tribute bucket shows number of tributes needing to be sent in parentheses

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    34 votes

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

    
    

    Missy Belles supported this idea  ·  Apr 3, 2024

11. Multifund Invoices

    25 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  ·  Apr 3, 2024

12. Express consent to share donor info with fund holders

    61 votes

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    Under Consideration  ·  21 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Missy Belles commented  ·  Apr 1, 2024  ·  Edit…  ·  Delete…

    Hi - we are trying to figure out how we can easily share donor info with our agency fund holders on outside gifts they get to their designated fund. Can you add this "opt in" feature in the online donation portal?

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    Missy Belles commented  ·  Jun 14, 2021  ·  Edit…  ·  Delete…

    Yes, let please add this as an option at checkout! Thank you for suggesting.

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    Missy Belles supported this idea  ·  Jun 14, 2021

13. Docusign Integration

    145 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Mar 29, 2024

14. 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

    
    

    Missy Belles supported this idea  ·  Mar 28, 2024

15. board portal

    205 votes

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

    
    

    Missy Belles supported this idea  ·  Jul 24, 2023

16. 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

    
    

    Missy Belles supported this idea  ·  Jul 29, 2022

17. Primary Org Contact to view follow up reports and due dates

    39 votes

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    Under Consideration  ·  6 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Missy Belles shared this idea  ·  Jul 9, 2019

18. Grant Refund

    56 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Missy Belles commented  ·  Aug 16, 2018  ·  Edit…  ·  Delete…

    Hi Sammie,
    It would be great to have a special reportable "Refund" installment button (aka a negative installment) so that it is easier to find a grant refund and report on that item. Also, it would be great to be able push any refunds back into GLM if one is done in CS. CS has a special button for refunding grants which include: Refund date, Refund Reason, Refund Fund, Refund Amount. The original grant amount would remain the same, the payment installment would remain the same and the refund amount would report in the same column as the grant amount so that the total granted to that organization would be accurate.

    There is a special ID for a "Refund Grant" in CS in addition to the original Grant ID.

    I hope this all makes sense.

    Thanks!
    Missy
    

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    Missy Belles commented  ·  Aug 15, 2018  ·  Edit…  ·  Delete…

    Please vote for this! Thanks!

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    Missy Belles shared this idea  ·  Aug 15, 2018

19. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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

    
    

    Missy Belles supported this idea  ·  May 22, 2018

20. Adding Additional Contacts

    10 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Missy Belles supported this idea  ·  Feb 8, 2018