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71 results found

  1. Recurring Donation - give donors option to end or change amount on portal

    140 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Hank supported this idea  · 

  2. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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  3. Wealth search third party software to integrate with CSuite

    12 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Hank commented  · 

    Yeah, we use iWave, and it would be nice. It's a fantastic service.

    Hank supported this idea  · 

  4. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Hank supported this idea  · 

  5. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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  6. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Hank supported this idea  · 

  7. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Hank supported this idea  · 

  8. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Hank supported this idea  · 

  9. Add ability to link Opportunity to a Profile that served as a referral

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Hank supported this idea  · 

  10. Accidental duplicate donations by donors

    28 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Admin →
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  11. Add Details under Recurring Grants on Donor Portal

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Hank supported this idea  · 

  12. Social Media in Profiles

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Hank supported this idea  · 

  13. Would be great to have some visual indication on the home page that there are things to look at in our various buckets.

    35 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Hank supported this idea  · 
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    Hank commented  · 

    Ideally, they would just create a user dashboard that would list all things that need to be accomplished by the user.90% of other CRMs have this feature. There's no reason Csuite shouldn't have this after so many years in existence.

    CRMs should speed up your workflow. Csuite does compared to not having a CRM. But, not much more than that.

  14. Fund Statement Template Fields: add all account types

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Hank supported this idea  · 

  15. One Log In Across Foundant Platforms

    193 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Hank supported this idea  · 

  16. Grant Description Required in Donor Portal

    40 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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  17. DAF Payout % Report

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Hank supported this idea  · 

  18. Portal Styling Support with Classes

    16 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Hank supported this idea  · 

  19. History of Fund Advisors for a Fund

    38 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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  20. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Hank supported this idea  · 
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