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34 results found

  1. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Kevin Patten supported this idea  · 

  2. Additional Color Style Selections, please!

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Kevin Patten supported this idea  · 

  3. Simplify/Merge the Grant Request screens

    82 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Kevin Patten supported this idea  · 

  4. Selected left navigation tab to stay a different color

    48 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Kevin Patten supported this idea  · 

  5. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    40 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Kevin Patten supported this idea  · 

  6. Tribute

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Kevin Patten supported this idea  · 

  7. Fund Advisor Options - Donations and Grants Emails

    31 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Kevin Patten supported this idea  · 

  8. 1099 - Add Mailing Address to Report

    39 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kevin Patten supported this idea  · 

  9. It would be nice to be able to send an invoice payment confirmation email along with the copy of the invoice attachment in Csuite

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Kevin Patten supported this idea  · 

  10. List Cart Emails

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kevin Patten supported this idea  · 

  11. Donor name on reports

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kevin Patten shared this idea  · 

  12. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kevin Patten supported this idea  · 

  13. Candid/GuideStar Grants Report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kevin Patten supported this idea  · 

  14. campaign tax receipt

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Kevin Patten commented  · 

    This is a much needed option. Too many receipt emails are confusing to donors. Having the option at the fund level would also allow greater flexibility.

    Kevin Patten supported this idea  · 

  15. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    37 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Kevin Patten supported this idea  · 

  16. Batch attach file to grant

    21 votes

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    3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kevin Patten commented  · 

    This would be hugely beneficial. We have multiple program with one document supporting hundreds of different grants.

    Kevin Patten supported this idea  · 

  17. Next Check Number Used Process

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kevin Patten commented  · 

    Conversion issue

    Kevin Patten shared this idea  · 

  18. percentage of gift to spendable

    30 votes

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

  19. internal grant upload

    48 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kevin Patten supported this idea  · 

  20. Fund statements: Need school name in Grantee section

    149 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Kevin Patten supported this idea  · 
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