Settings and activity

164 results found

1. Add the 'Log' Menu item to every screen that has data on it.

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

2. Additional Color Style Selections, please!

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

3. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

4. Abandoned Cart Email: Option to select who to send email to

   19 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

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

   44 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

6. Unwanted Updates to Bank Reconcile

   25 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

7. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

   41 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

8. Toggle off closed accounts in bank reconcile

   29 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

9. Fund Advisor Options - Donations and Grants Emails

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   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

10. Column Spacing for Fund Statement List on Portal

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    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

11. Selected left navigation tab to stay a different color

    59 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

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

    59 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

13. Custom Reports: Opportunity Tasks & Notes

    88 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

14. Simplify/Merge the Grant Request screens

    92 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

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

    207 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

16. Portal: staff approval option for profile edits

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Feb 21, 2025

17. Donor Portal Financials - Only Allow Reporting on Closed Periods

    89 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Feb 21, 2025

18. Portal: Display donor mailing label or recognition name instead of name

    50 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Feb 21, 2025

19. ACH payments out: add content to email

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Feb 14, 2025

20. Require approval of ach information on vendor profile

    17 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Feb 14, 2025