Settings and activity

15 results found

1. Profiles with Numbers

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Judy shared this idea  ·  April 16, 2024

2. profile search

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Judy shared this idea  ·  February 20, 2024

3. Tribute search

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Judy shared this idea  ·  February 13, 2024

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

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   13 votes

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

   
   

   Judy supported this idea  ·  February 13, 2024

5. Tribute donations messages

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   30 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Judy supported this idea  ·  February 13, 2024

6. Fund Statements

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Judy shared this idea  ·  January 31, 2024

7. Add option to create a letter from a profile

   47 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

   
   

   Judy supported this idea  ·  July 11, 2023

8. Add # of Gifts field to Profile reports

   39 votes

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

   
   

   Judy supported this idea  ·  July 11, 2023

9. Linking profiles to funds- multiple links at a time

   57 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

   
   

   Judy supported this idea  ·  July 11, 2023

10. Profile Merge should include all fields

    80 votes

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

    
    

    Judy supported this idea  ·  July 11, 2023

11. Yearly Tax Receipt Templates Download Word.Doc

    18 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Judy supported this idea  ·  January 31, 2023
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    Judy commented  ·  January 31, 2023  ·  Edit…  ·  Delete…

    Option to print yearly tax receipts as a WORD document instead of just PDF.

    Save Submitting...

12. Change Fund Group at a Point in Time

    84 votes

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

    
    

    Judy supported this idea  ·  September 07, 2022

13. Change Grantee in Grant Request to internal fund

    23 votes

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

    
    

    Judy supported this idea  ·  June 09, 2020

14. fund statement Advisor Name

    30 votes

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

    
    

    Judy supported this idea  ·  June 09, 2020

15. Make spendables a field in both the Fund Summary dashboard and the custom reports

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Judy supported this idea  ·  June 09, 2020