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166 results found

  1. Destination funds for internal grants named on fund statements

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jesika Ellis supported this idea  · 

  2. Link one note to multiple profiles or funds

    48 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jesika Ellis supported this idea  · 
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    Jesika Ellis commented  · 

    Seems to me this could easily be accomplished by adding area/module checkbox options to all notes, similar to the ones we are offered when creating an Alert from a note....

  3. Multiple contacts for Organizations

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jesika Ellis commented  · 

    SKYE and HOLLY - If you're going to pursue this idea, be aware that adding any additional addresses, emails, phone, etc to an Org profile will 100% prevent accurate mapping from GLM. So please test thoroughly - or better yet, fix the incredibly fragile map requirements from GLM!! We have to delete data frequently just to get grants mapped over to CSuite (mostly caused by the person submitting the request/attached to the grant not being the person represented on the profile, though still an employee of that org - i.e. the Grant Writer vs the ED), and then we either have to repopulate that data afterwards or simply say, "Oh, well! Lost that data!"

    Jesika Ellis supported this idea  · 

  4. percentage of gift to spendable

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jesika Ellis supported this idea  · 

  5. Blank Tabs grayed out or different color

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jesika Ellis supported this idea  · 

  6. Profile changes (ex: name, address) should not update historical information.

    56 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jesika Ellis supported this idea  · 

  7. salutation/mailing label auto fill

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jesika Ellis commented  · 

    How has this still not happened? The name field ALREADY provides the prefix, first name, and last names separately - surely there is some coding wizardry that can automatically concatenate these fields in standard permutations to create the salutation and mailing field?!

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    Jesika Ellis commented  · 

    I wish I could vote for this 1,000 times!

    Jesika Ellis supported this idea  · 

  8. Link Tasks to the Stages in Opportunities

    33 votes

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    1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Jesika Ellis supported this idea  · 

  9. AP voucher line order should stay in order of entry

    41 votes

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    2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Jesika Ellis supported this idea  · 

  10. Credit card acknowledgement tax receipt for events

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jesika Ellis supported this idea  · 

  11. Add back Campaign Profile Filters!

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Jesika Ellis supported this idea  · 

  12. Note block view and sizing s/b across full screen.

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jesika Ellis supported this idea  · 

  13. New hire training videos that I could assign upon hire

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jesika Ellis supported this idea  · 

  14. Spendable distributions scheduling

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Jesika Ellis supported this idea  · 

  15. Add # of Gifts field to Profile reports

    43 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jesika Ellis commented  · 

    I beg you to make this happen! We know a count is possible, as it's a column in the donor report.

    Jesika Ellis supported this idea  · 

  16. Fund Advisor Bulk Edits

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jesika Ellis supported this idea  · 

  17. profile search

    29 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jesika Ellis supported this idea  · 

  18. Indicate required fields with an asterisk

    101 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jesika Ellis supported this idea  · 

  19. Increase character count in grant description field

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jesika Ellis supported this idea  · 

  20. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Jesika Ellis supported this idea  · 
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