Settings and activity

268 results found

1. Donation Portal: Giving levels by fund

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   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

2. Capitalization

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg commented  ·  Mar 15, 2024  ·  Edit…  ·  Delete…

   Is there a way to require the address field be inputted with a format for addresses? For Canada, Canada Post standards? Would help with some messier formatting. Don't know if possible - just a thought.

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   Lorna Sandberg supported this idea  ·  Mar 15, 2024

3. Update profile data in CS from GLM updates

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 27, 2024

4. Attach file when adding Donation

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 27, 2024

5. Fund Default Grant Types - permit more than one choice

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg shared this idea  ·  Feb 21, 2024

6. Fund Summary in Tribute Letter Template

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 21, 2024

7. Flag submitted applications that have outstanding issues

   3 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 16, 2024

8. Indicator of which follow up you're viewing under a request

   7 votes

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   0 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 8, 2024

9. pledge promise notify

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Feb 8, 2024

10. Bring back the option for archived campaign to show on a profile!

    17 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Lorna Sandberg supported this idea  ·  Feb 8, 2024

11. 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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    Lorna Sandberg supported this idea  ·  Feb 8, 2024

12. 'Archive' button in GLM reports?

    49 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

13. Sync documents to C-Suite

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

14. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

15. profile type - add note option

    6 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

    
    

    Lorna Sandberg supported this idea  ·  Feb 5, 2024

16. Allow notes to be added to closed funds

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 5, 2024

17. Create Custom report option for Loyal Donors

    14 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  ·  Feb 5, 2024

18. Fund as Beneficiary

    7 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Feb 5, 2024

19. Deceased profiles linked to opportunities

    11 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Feb 5, 2024

20. Make it possible to change Profile Fund Category without Unlinking/Relinking

    8 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Feb 5, 2024