Settings and activity

37 results found

1. Better Notes layout in Reports - include carriage return

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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

2. 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

3. 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

4. Change Fund Group at a Point in Time

   94 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

5. birthday - option to not include year

   115 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

6. Recurring Alerts on Home Menu

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   102 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

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

   71 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Mar 26, 2025

8. Custom Reports: Opportunity Tasks & Notes

   101 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

9. Login As --Removes user's existing login

   228 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jenny Praytor supported this idea  ·  Mar 26, 2025

10. Simplify/Merge the Grant Request screens

    99 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Mar 26, 2025

11. Selected left navigation tab to stay a different color

    67 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Mar 26, 2025

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

    67 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  ·  Mar 26, 2025

13. Fund Advisor Options - Donations and Grants Emails

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    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Feb 12, 2025

14. Formatting for "Amount" fields in all Content areas

    84 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Dec 19, 2024

15. Add "Primary" Fund Advisor as Reportable Field

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    26 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  ·  Oct 25, 2024

16. Ability to edit labels in WORD doc

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Oct 25, 2024

17. Custom Field on Notes

    41 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Oct 25, 2024

18. Files - Report when there is NOT a file attached (NULL)

    17 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jenny Praytor supported this idea  ·  Apr 30, 2024

19. Capacity to tag additional profiles in notes

    20 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Apr 30, 2024

20. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jenny Praytor supported this idea  ·  Apr 30, 2024