Settings and activity

29 results found

1. Primary Contact Field in Reports

   36 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  May 15, 2025

2. Fix Sort Order on Files Tab for Affiliates

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Apr 3, 2025

3. Additional Color Style Selections, please!

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Mar 24, 2025

4. Simplify/Merge the Grant Request screens

   96 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Mar 24, 2025

5. Selected left navigation tab to stay a different color

   65 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Mar 24, 2025

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

   58 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Mar 24, 2025

7. Tribute

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   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Feb 28, 2025

8. Fund Advisor Options - Donations and Grants Emails

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   38 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Feb 14, 2025

9. 1099 - Add Mailing Address to Report

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Feb 14, 2025

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

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Jan 22, 2025

11. List Cart Emails

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Jan 17, 2025

12. Donor name on reports

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kevin Patten shared this idea  ·  Jan 7, 2025

13. 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  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Kevin Patten supported this idea  ·  Nov 6, 2024

14. Candid/GuideStar Grants Report

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    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Nov 6, 2024

15. campaign tax receipt

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Kevin Patten commented  ·  Apr 22, 2024  ·  Edit…  ·  Delete…

    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.

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    Kevin Patten supported this idea  ·  Apr 22, 2024

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

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Kevin Patten supported this idea  ·  Apr 9, 2024

17. Batch attach file to grant

    21 votes

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

    
    

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    Kevin Patten commented  ·  Mar 15, 2024  ·  Edit…  ·  Delete…

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

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    Kevin Patten supported this idea  ·  Mar 15, 2024

18. Next Check Number Used Process

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Kevin Patten commented  ·  Jan 9, 2024  ·  Edit…  ·  Delete…

    Conversion issue

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    Kevin Patten shared this idea  ·  Jan 9, 2024

19. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kevin Patten supported this idea  ·  Oct 4, 2023

20. Fund statements: Need school name in Grantee section

    154 votes

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    21 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  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  ·  Aug 23, 2023