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40 results found

  1. Pronoun field on donation forms

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Donors/Donation Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

  2. Add Profile Fund Category to Fund Advisor Fund Custom Report

    26 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Laurel Shulman supported this idea  · 

  3. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab  ·  Admin →
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    Laurel Shulman supported this idea  · 

  4. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

  5. 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/Donors/Donation Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

  6. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    60 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

  7. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    48 votes

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    6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Laurel Shulman supported this idea  · 

  8. Custom Field permission by record type

    27 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Laurel Shulman shared this idea  · 

  9. Sandbox Permissions

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Laurel Shulman supported this idea  · 

  10. 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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    Laurel Shulman supported this idea  · 

  11. Add campaign categories as a filter and field in custom reports

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Admin →
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    Laurel Shulman shared this idea  · 

  12. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Laurel Shulman commented  · 

    This would be soooooo helpful for our internal operations if the donor could make these changes in the portal instead of going through our staff.

    Laurel Shulman supported this idea  · 

  13. 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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    Laurel Shulman commented  · 

    It would be amazing if a donor could edit the recurring grant in the donor portal.

    Laurel Shulman supported this idea  · 

  14. Fields available for Bulk Update/Import/Delete on Records

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Laurel Shulman supported this idea  · 

  15. Fund Advisor Portal Enhancements Please

    147 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

  16. grant type guidestar

    42 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Laurel Shulman commented  · 

    When it comes to NTEE codes, our organiation only uses the letter (and not the letter number combination). Would it be possible to make this a settings option on grantee profiles so that it would not require us to redo all our grant type interest codes?

    Laurel Shulman supported this idea  · 

  17. inactive users - remove from assign to task list

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Laurel Shulman commented  · 

    Could we also include removing inactive users from the scheduled reports option? Right now CSuite allows me to schedule reports to anyone who has been a user, but these are staff that no longer work at our CF. That creates a pretty big issue if someone makes an accident.

    Laurel Shulman supported this idea  · 

  18. export in same order as shown in financial report

    18 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Laurel Shulman supported this idea  · 

  19. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Laurel Shulman supported this idea  · 

  20. Opportunity Tasks Notes Need to Show Up on the Fund

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Laurel Shulman supported this idea  · 
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