Settings and activity
157 results found
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22 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
Jesika Ellis
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46 votes
An error occurred while saving the comment Jesika Ellis
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111 votesJesika Ellis
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23 votesJesika Ellis
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120 votes
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
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59 votesJesika Ellis
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19 votes
An error occurred while saving the comment Jesika Ellis
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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!
Jesika Ellis
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31 votesJesika Ellis
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61 votesJesika Ellis
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146 votes
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37 votesJesika Ellis
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97 votesJesika Ellis
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47 votesUnder Consideration · 3 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Jesika Ellis
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48 votesJesika Ellis
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114 votes
An error occurred while saving the comment Jesika Ellis
commented
Just another plug for this!
An error occurred while saving the comment Jesika Ellis
commented
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field
Note custom report pulls in:
Task Type Name field +
full Note Text field
Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description fieldOpportunity custom report pulls in:
Profile ID#/Label etc fields
Stage Name
Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fieldsFor full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.
Jesika Ellis
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106 votesJesika Ellis
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52 votesJesika Ellis
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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!"