Settings and activity

34 results found

1. customizable text for tribute fields in Giving Hub

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 9, 2024

2. Create Report that Combines Profiles default report, Profile Log fields and Logs fields

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 8, 2024

3. Add "Primary" Fund Advisor as Reportable Field

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   29 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 3, 2024

4. FA Donation notifications should include tribute information

   82 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Aug 12, 2024

5. Wealth search third party software to integrate with CSuite

   24 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Aug 12, 2024

6. fund advisor portal grant notification-advisor specific

   43 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Jul 10, 2024

7. Tributes and Stripe gifts

   10 votes

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   0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   There is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.

   Gregg Oosterbaan supported this idea  ·  Jun 13, 2024

8. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   39 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded
   Gregg Oosterbaan supported this idea  ·  Jun 11, 2024

9. Syncing a Csuite campaign into an already existing Mailchimp tag

   35 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Jun 6, 2024

10. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Gregg Oosterbaan supported this idea  ·  Jun 6, 2024

11. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Gregg Oosterbaan supported this idea  ·  Jun 4, 2024

12. Indicate required fields with an asterisk

    111 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  May 11, 2023

13. Docusign Integration

    148 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  May 11, 2023

14. Change "no-reply@fcsuite.com" to Default Email Reply To

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Apr 4, 2024