Settings and activity

283 results found

1. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

2. Profile Notification - on edit of profile information

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

3. Copy Grants

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

4. New Quick Reference Guide - Allow Users to Edit/Customize

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

5. advisor name and giving history for interfund gifts in portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

6. Donor Portal

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

7. campaign budget

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

8. notes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

9. Change steward on household should ask to change on household members

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 22, 2025

10. Fundraising Campaign - Goal Thermometer

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 22, 2025

11. When copying a fund, provide an option to copy the templates

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 20, 2025

12. Better Notes layout in Reports - include carriage return

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 20, 2025

13. anonymous grant record details from portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 20, 2025

14. copying a grant

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 20, 2025

15. Assign Learning Center Courses to Specific Users

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 20, 2025

16. Calendar View in CommunitySuite

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2025

17. Add option to filter assigned tasks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2025

18. On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2025

19. Link Tasks to the Stages in Opportunities

    33 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Jun 14, 2025

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

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2025