Settings and activity

21 results found

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

   55 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

   
   

   Anne Calder supported this idea  ·  Jul 7, 2025

2. Donations: change fund

   66 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Calder supported this idea  ·  May 3, 2024

3. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

   25 votes

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

   
   

   Anne Calder supported this idea  ·  May 3, 2024

4. 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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   Anne Calder supported this idea  ·  May 3, 2024

5. Gift Adjustments: Requires Unreconciliation

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Calder commented  ·  May 3, 2024  ·  Edit…  ·  Delete…

   Adding a negative donation permanently installs that donor as having donated to that fund, permanently messing up donor reports.

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   Anne Calder supported this idea  ·  May 3, 2024

6. 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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   Anne Calder supported this idea  ·  May 3, 2024

7. batch emails

   16 votes

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   4 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Anne Calder supported this idea  ·  May 3, 2024

8. 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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   Anne Calder supported this idea  ·  Jan 18, 2024

9. Household opportunities should show on Individual profiles

   63 votes

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

   
   

   Anne Calder supported this idea  ·  Jan 18, 2024

10. 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

    
    

    Anne Calder supported this idea  ·  Jun 15, 2023

11. Opportunity Tasks Notes Need to Show Up on the Fund

    36 votes

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

    
    

    Anne Calder supported this idea  ·  Mar 2, 2022

12. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    46 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Anne Calder supported this idea  ·  Mar 2, 2022

13. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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

    
    

    Anne Calder supported this idea  ·  Jun 21, 2021

14. Add to Calendar on Emailed Event Receipt and/or Event page

    52 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Anne Calder supported this idea  ·  Apr 13, 2021

15. Donor Contact

    24 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

    
    

    Anne Calder supported this idea  ·  Apr 13, 2021

16. Make Opportunity Type Inactive

    29 votes

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

    
    

    Anne Calder supported this idea  ·  Aug 18, 2020

17. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Anne Calder supported this idea  ·  Jul 22, 2020

18. Interfund - Fund Name not in Description

    16 votes

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

    
    

    Anne Calder supported this idea  ·  Jul 9, 2019

19. Fund Advisor Bulk Edits

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Anne Calder supported this idea  ·  Feb 28, 2019

20. Timing of Automated Emails

    26 votes

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    Feedback Needed  ·  6 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Anne Calder supported this idea  ·  Jan 18, 2019