1588 results found
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Highlight open Opportunities in red like Tasks
The task header has a red box around it when you're assigned a task. It would be helpful to have a similar red box highlight around the opportunities header when you have an open opportunity assigned to you.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk Edit Notes
Just like we can delete bulk notes, it would be nice to have an edit option to change task type, who, etc.
We have notes that were imported (more than 19,000) from our conversation in 2019 that we are now getting around to sorting through. It would be nice to bulk add the name of the employee for specific notes.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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add 'Household Steward' field on all custom reports
It would be helpful to have the 'household steward' field available to add to custom reports and to filter on.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grants from a Donor Advised Fund - filter cumulative grants
We would like to be able to filter in a grant report by cumulative grants completed for a specific time frame or the lifetime of the fund. We would use this to send specific mailings of appreciation to donors who reach the milestone of donating $100K or $500K+ from their fund. Currently this isn't an option to filter by cumulative total for grants.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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More Granular Filters in Log Reports
When we try to filter specific changes in Custom Reports for Log Messages, the filter options are too limited. There is no way to get Log Reports for all the email address changes, or email inactive/primary changes.
For example, if I put contain "email change" in the filter for Log Message, it will only show log messages that start with "email changed from". However, there are still other email-change log messages like "Email 752 [email] changed from [] to [abcdefg @ xyz]". These log message won't be able to be filtered in anyway, because the keywords "email" and "change" are…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Audit Reports
Audit reports: a cash disbursement report that shows fund name and short name, g/l account name and number, date invoice posted to g/l, date paid, payee, amount paid...
A general ledger report that shows beginning balance for each g/l account, all transactions listed by date and ending balance for that g/l account for the entire general ledger.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fixes to similar profiles
Profiles that are already linked to a household profile should not show up as a similar profile.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Permissions: Notes/Tasks Type Permissions
Notes/Tasks Type need to have its own permissions, different from Opportunities! I want users to be able to create a new Opportunity, but not to create a new Note/Task type. But there is no way to separate the two right now. Not sure why these are linked in the system, anyway.. Notes/Task should be their own section within the system.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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May Note Update
With the new profile update, when you post or edit a note when you hit save it goes back to the main details tab. Would be good for when you click save to stay on the notes page. Same if you are unclicking sticky for the note it takes you back to the details tab after an action has been done.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Event Ticket Link
Can the window for viewing the event ticket link be extended indefinitely? 24 hours from registration is too short... Often people register early and then add guest closer to the date.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk link dontations to opportunities
It would be nice to have a bulk add/link donations to an opportunity under the opportunity actions in reporting. Once a month, I go in and manually have to link donations to an opportunity.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Capability to edit (categorize, share, etc.) multiple files at once
It would save a lot of clicks when working with files on funds, if there was an option to select multiple files at once to categorize and share to the portal rather than having to do each file one by one.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Notes Custom Report filtered by profile Ids
Hello,
I hope you can boost the search of specific profiles in the notes report. The only option we have now is "Ref id" which allows us to add profile ids between "minimum to maximum or between a range. Another option will be if we can filter by the "Ref Name" field for specific profile names.
Thank you.10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Report Filters- Allow more than one 'Profile Type' to be specified as a filter on reports
Add the capability to indicate more than one 'Profile Type' as a filter on reports.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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loan payment receipts
We would like the option to supply a loan payment receipt that would show the total principle of the loan left to pay. Right now there is no option in Csuite to create payment receipts for any type of payment.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Recurring donations: add the option to add notes and files to the main recurring donation.
Right now, you can't add notes or files to the main recurring donation- only to the individual donations linked to it. It would be helpful to have the option to add information to the main donation so that you don't have to go through each linked donation.
For example, if we get a request to end a recurring donation, I'd like to be able to attach that.7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Advisor Portal - multiple advisors
Many of our Donor Advised Funds have multiple fund advisors. When a disbursement is recommended, we require a majority of the advisors to approve the disbursement.
Currently in CSuites, there is only a primary advisor approval (one advisor is the primary).
It would be great if multiple advisors can approve a disbursement through CSuites.4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grants: completing grants
If a grant has multiple payments coming from it, I would like to be able to "complete" the portion of the grant that has been paid and the check has cleared the bank.
Similarly, in SLM, if a student has a multi-year grant, I would like to complete (for the current year) any follow-ups rather than leaving them open and continually have to remind myself that I can't set certain items as complete. Once we have been on SLM for several years, I imagine the follow-up Submitted list is going is going to be very long.6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow option in 'Search' to only show active profiles
Add an option in the 'Search' functionality to specify 'only show active profiles'. Many times, we don't want to see inactive profiles and they are cluttering the dropdown options when matching on a name.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Support Hub
When you are trying to find helpful information in the Support Hub, you should have CommunitySuite Release Notes 2021, 2022 or 2023. Please be more precise on where you can find the info. You have to scroll through the release notes to find what you are looking for. Please try to be more helpful.
1 voteThere is an option to use Microsoft's <ctrl>f function to search for key words in the different release note area's. Information on how to do this can be found at the top of the release note list.
Here is the link to that direct page: https://support.foundant.com/hc/en-us/articles/19612670098455-CommunitySuite-Release-Notes-2024
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