Settings and activity

163 results found

1. Improved Grant Catalog Capabilities

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Oct 13, 2025

2. Expand capability of "add note to CSuite" Outlook integration

   88 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Oct 13, 2025

3. Fix Must Be A Decimal Number Error

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Oct 9, 2025

4. Syncing a Csuite campaign into an already existing Mailchimp tag

   34 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 23, 2025

5. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 23, 2025

6. Show Deleted Profiles in the Log

   25 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 16, 2025

7. Foundant for Outlook add-in: add date to note

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 11, 2025

8. Bulk Edit - Payment schedule date and grant date

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   85 votes

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

   
   

   Jesika Ellis supported this idea  ·  Sep 11, 2025

9. Add "Item Dates" to Tax Receipt Fields

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 9, 2025

10. Develop Login Report that also shows Profiles logging in with PIN

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  Sep 9, 2025  ·  Edit…  ·  Delete…

    This has become even MORE critical as we are just now utilizing the PIN login option to actively promote the enhanced Portal and (attempt to) track improved usage and adoption. We absolutely must have the option to see ALL logins through a Log category Custom Reports. Those using Primary Email + PIN are logged via their profiles, but there is no way seemingly to pull those logins in to a report along with UN/PW users.

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    Jesika Ellis supported this idea  ·  Sep 9, 2025

11. Add Proxy Information in System Log when Login As is used - Audit Purposes

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Sep 9, 2025

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

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jesika Ellis shared this idea  ·  Jun 4, 2025

13. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

    14 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Jun 4, 2025

14. Reporting for multiple objects at once

    16 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Jun 4, 2025

15. Track principal balance

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

16. Add Campaign to Voucher Import

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

17. Donor Portal should display only posted donations

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

18. filter selections showing "invalid" error when editing a report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

19. Default Template - None

    10 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

20. Update Other Profiles Function

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    4 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  May 19, 2025  ·  Edit…  ·  Delete…

    This functionality has never worked at all when you have more than one address on any of the profiles, so it's just been a useless annoyance to us. But now, when changing/editing an address on a profile with more than one address, the Address Validation does NOT show as a feature following this screen at all, and that is problematic.

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