Settings and activity

28 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

   98 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

   67 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

   62 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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   39 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

   45 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

    12 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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    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. set scholarship

    24 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Kevin Patten shared this idea  ·  Jul 13, 2023