Settings and activity

81 results found

1. GLM/SLM changes syncing with csuite profiles

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 22, 2024

2. Adding an additional column for Registration beside RSVP and Attended

   9 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 22, 2024

3. Admin Fee Report in Funds

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 22, 2024

4. Favorite Custom Reports

   30 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

   
   

   Alex supported this idea  ·  Apr 22, 2024

5. Outlook Plugin for CommunitySuite

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 22, 2024

6. Allow Organization roles to be added from any profile/profile type

   10 votes

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   1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Alex supported this idea  ·  Apr 22, 2024

7. Allow bulk updates via data imports (csv with unique IDs)

   12 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 22, 2024

8. Batch Donation Notify and Grant Notify Emails

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 22, 2024

9. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Alex supported this idea  ·  Apr 22, 2024

10. Fund Advisor Bulk Edits

    29 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 22, 2024

11. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 22, 2024

12. Multifund Invoices

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 22, 2024

13. fund balance on fund history page

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 22, 2024

14. Send or print grant letters in bulk, not just by check batch

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 22, 2024

15. Multiple Email Options for Communications

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Apr 22, 2024

16. FA Donation notifications should include tribute information

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Mar 21, 2024

17. 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  ·  Delete…  ·  Admin →
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    Alex supported this idea  ·  Mar 21, 2024

18. Secure option to obtain ACH information

    141 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Alex commented  ·  Mar 19, 2024  ·  Edit…  ·  Delete…

    With all the buzz lately about creating portals for audiences - it would be great if there is a Vendor portal that allows vendors to enter their info directly into csuite and attach the verification docs required

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    Alex supported this idea  ·  Mar 19, 2024

19. Display default payment type when entering grant

    13 votes

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

    
    

    Alex supported this idea  ·  Mar 19, 2024

20. board portal

    158 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Alex supported this idea  ·  Mar 19, 2024