Settings and activity

305 results found

1. "Inactive/active" donor data in portal

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

2. Track Fund Milestone Anniversaries

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg shared this idea  ·  Oct 4, 2024

3. Loans between 2 Funds

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 26, 2024

4. Font styling needs to be added to CSS

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

5. Opening a DAF

   11 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

6. API for Constant Contact

   34 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

7. checkout - event options for non ticket options

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   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

8. Indicate fund balance has been reduced by pending grants on the fund

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

9. Pop-up Communications for Fund Advisors that show in the Portal

   45 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

10. Donation/events check out page: remove option to donate/ register as organization

    3 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

    Lorna Sandberg supported this idea  ·  Aug 19, 2024

11. add a team member to fund steward

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 19, 2024

12. Collapse/Expand Files

    6 votes

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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  ·  Jul 25, 2024

13. Attach Tasks to Profiles

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 16, 2024

14. Reports: Freeze the column headers

    56 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 21, 2024

15. Annual grant letter for an organization - customized merge fields

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Lorna Sandberg supported this idea  ·  Jun 18, 2024

16. mobile app

    37 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024

17. Ability to Bulk Export Evaluations

    9 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 4, 2024

18. Batch Create Merge letters from Approval Buckets

    11 votes

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    1 comment  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    This workflow today can be completed from Request and Decision. 

    
    

    -sammie

    Lorna Sandberg supported this idea  ·  Jun 4, 2024

19. Add Email address "Other Detail" to a reporting object.

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    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 8, 2024

20. Fund Created Field - not a date stamp

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 23, 2024