Settings and activity

71 results found

1. mailing label

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  May 24, 2024

2. salutation/mailing label auto fill

   23 votes

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

   
   

   Missy Belles supported this idea  ·  May 24, 2024

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

   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  ·  Apr 3, 2024

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

   7 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

5. Tribute search

   4 votes

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

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

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   30 votes

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   9 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

7. Online Donations: Setting to disable auto receipt when a tribute is included

   10 votes

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

8. Multifund Invoices

   21 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

9. 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  ·  Delete…  ·  Admin →
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   Missy Belles shared this idea  ·  Apr 1, 2024

10. Express consent to share donor info with fund holders

    41 votes

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    Proposed Idea  ·  12 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

11. Please add profile created date to profile filter reports

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Missy Belles shared this idea  ·  Apr 1, 2024

12. Docusign Integration

    128 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Mar 29, 2024

13. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Mar 29, 2024

14. Please add a Deceased Advisor button in the Advisor area & a similar column in exports

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Missy Belles shared this idea  ·  Mar 28, 2024

15. Expand Pronoun Options

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Mar 28, 2024

16. Capitalization

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Mar 28, 2024

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

    54 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

18. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Mar 28, 2024

19. profile type - display in main profile area

    12 votes

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

20. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Missy Belles supported this idea  ·  Mar 28, 2024