Settings and activity

38 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. portal style

   19 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Gregg Oosterbaan supported this idea  ·  Oct 9, 2024

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

   10 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

4. Manager Evaluations

   10 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 3, 2024

5. Add "Primary" Fund Advisor as Reportable Field

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   26 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 3, 2024

6. FA Donation notifications should include tribute information

   75 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  ·  Aug 12, 2024

7. Wealth search third party software to integrate with CSuite

   20 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

8. fund advisor portal grant notification-advisor specific

   41 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

9. Tributes and Stripe gifts

   8 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

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

    38 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

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

    30 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

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

    26 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

13. 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

14. Show Steward Active/Inactive Status in System Configuration Steward List

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  May 2, 2024

15. Favorite Custom Reports

    49 votes

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

    
    

    An error occurred while saving the comment
    Gregg Oosterbaan commented  ·  Feb 5, 2024  ·  Edit…  ·  Delete…

    Adding to this one...permissions to create, share, and view custom reports should be added. Right now, we have to add the "custom report" permission to a user and it is all or nothing. Its common for the consumer of the report to be different from the creator, so these permissions should be broken out.

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    Gregg Oosterbaan supported this idea  ·  Feb 5, 2024

16. Indicate required fields with an asterisk

    100 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

17. Docusign Integration

    144 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  May 11, 2023

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

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Apr 4, 2024