Settings and activity

37 results found

1. Donation UI Feedback

   6 votes

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   Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jenny Praytor commented  ·  Dec 4, 2025  ·  Edit…  ·  Delete…

   Strongly agree that updates to donation should not be made at busiest time of year (this happened about two years ago too in December, so something is not tracking with the understanding the workflow of foundations).

   On the create donation page, would love to see:
   1. Check Number proximate to the Payment Method selection
   2. Tax Receipt Template to be next to the Needs Tax Receipt checkbox

   On donation page (once created) would like Files to be on the main view (more important for us, than the references that it is currently defaulting to). We attach backup to each grant, and having that extra click creates an issue for us.

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2. populate household address

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 26, 2025

3. Use organization domain for email communications

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 20, 2025

4. Show Deleted Profiles in the Log

   31 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 20, 2025

5. Print column headings on multiple pages of pdf reports from "print page"

   34 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 20, 2025

6. Vendor Permissions Separate From Profile Permissions

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 20, 2025

7. Add Email address "Other Detail" to a reporting object.

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   42 votes

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   Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 20, 2025

8. Ability to edit Profile Fund Link categories versus deleting and relinking

   62 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 20, 2025

9. Custom Field Type - number option

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Aug 20, 2025

10. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Aug 20, 2025

11. Bulk Edit - Payment schedule date and grant date

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    85 votes

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

    
    

    Jenny Praytor supported this idea  ·  Aug 20, 2025

12. Recurring Grants: Edit Amount

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Aug 6, 2025

13. Better Notes layout in Reports - include carriage return

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  May 28, 2025

14. 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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    Jenny Praytor commented  ·  May 15, 2025  ·  Edit…  ·  Delete…

    It would also be GREAT if there were a way (toggle switch or something similar) to NOT have that primary contact name on the address. We also find different departments have different "primary" contacts (checks need to go to accounting contact; letters need to go to ED or CEO, etc).

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    Jenny Praytor supported this idea  ·  May 15, 2025

15. scholarship

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  May 13, 2025

16. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jenny Praytor supported this idea  ·  Mar 26, 2025

17. birthday - option to not include year

    116 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Mar 26, 2025

18. Recurring Alerts on Home Menu

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    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Mar 26, 2025

19. Expand capability of "add note to CSuite" Outlook integration

    90 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Mar 26, 2025

20. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Mar 26, 2025