Settings and activity

96 results found

1. Linking profiles to funds- multiple links at a time

   58 votes

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

   
   

   Jesika Ellis supported this idea  ·  Feb 17, 2023

2. Profile Types & Permissions

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jesika Ellis commented  ·  Nov 28, 2022  ·  Edit…  ·  Delete…

   Truly, this is so desperately needed for any Foundations managing a database for many different levels of staff. Please separate Edit and Create permissions for any and all coding or labeling options throughout CSuite!

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   Jesika Ellis supported this idea  ·  Nov 28, 2022

3. Separate the closing of the last period of the year from the closing of the year

   54 votes

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   7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jesika Ellis supported this idea  ·  Nov 15, 2022

4. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   18 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jesika Ellis supported this idea  ·  Sep 29, 2022

5. Beneficiary "On hold" or Inactive

   15 votes

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

   
   

   Jesika Ellis supported this idea  ·  Sep 29, 2022

6. internal grant upload

   48 votes

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

   
   

   Jesika Ellis supported this idea  ·  Sep 26, 2022

7. Color code outward facing fields

   57 votes

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   0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jesika Ellis supported this idea  ·  Sep 22, 2022

8. Make Opportunity Type Inactive

   27 votes

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

   
   

   Jesika Ellis supported this idea  ·  Sep 2, 2022

9. Opportunity Pop Up Notification

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   27 votes

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

   
   

   Jesika Ellis supported this idea  ·  Sep 2, 2022

10. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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

    
    

11. Financials: fund balance (show $0 balance funds)

    27 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Aug 17, 2022

12. Docusign Integration

    128 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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13. Event Ticket Receipt - Guest Information Fields

    23 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jesika Ellis supported this idea  ·  Aug 17, 2022

14. GLM/CSuite Salutations

    5 votes

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    1 comment  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jesika Ellis supported this idea  ·  Aug 17, 2022

15. Cumulative donation field option for custom reporting

    20 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 27, 2022

16. Custom Additional Fields for Tickets in Event Campaigns

    31 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 3, 2022

17. Change Fund Group at a Point in Time

    86 votes

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

    
    

    Jesika Ellis supported this idea  ·  Mar 28, 2022

18. Opportunity Tasks Notes Need to Show Up on the Fund

    33 votes

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

    
    

    Jesika Ellis supported this idea  ·  Mar 17, 2022

19. Checks printing sort order

    29 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Mar 10, 2022

20. Turn off notifications when deactivating CSuite user

    38 votes

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

    
    

    Jesika Ellis supported this idea  ·  Feb 22, 2022