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114 results found

  1. Custom Field on Notes

    41 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Zac Smith commented  · 

    This would be very helpful to us as well. The task/note type field is not enough to track the combinations of interactions we are noting on profiles and other records. We unfortunately have an additional form outside of CSuite to supplement some of the needs here, so custom field options simplify the recording process and reporting process.

    Zac Smith supported this idea  · 

  2. Geographic mapping tool for reporting

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Zac Smith supported this idea  · 

  3. Recognize soft credits on donor profiles

    39 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Zac Smith supported this idea  · 

  4. Prevent spendable balance from exceeding fund balance

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Zac Smith shared this idea  · 

  5. Financial Reports

    6 votes

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    1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Note: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.

    Zac Smith supported this idea  · 

  6. Sync Sandbox with Live

    27 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Zac Smith supported this idea  · 

  7. Application Data to Sandbox

    7 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Zac Smith supported this idea  · 

  8. Subfund Filtering on Financial Report without needing to show subfunds

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Zac Smith shared this idea  · 

  9. Login Log for GLM

    45 votes

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    Planned  ·  6 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Zac Smith supported this idea  · 

  10. Fund Log - track all changes made under Relationship tab

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Zac Smith supported this idea  · 

  11. Custom fields available to sync when merging profiles

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith supported this idea  · 

  12. Sync grantees change of address in GLM to CSuite as primary/pay/mailing

    10 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Zac Smith supported this idea  · 

  13. Reports: Freeze the column headers

    56 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Zac Smith supported this idea  · 

  14. search special characters

    12 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Search  ·  Admin →
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    Zac Smith supported this idea  · 

  15. profiles: display relationship and engagement tab numbers

    70 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith supported this idea  · 

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

    37 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Zac Smith supported this idea  · 

  17. Ability to Add Custom Fields to the Edit Menu for Designations

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith supported this idea  · 

  18. Accessing attached files and notes on profiles from any designation

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith supported this idea  · 

  19. Make "Other" option on Checkbox questions fillable

    71 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Zac Smith supported this idea  · 

  20. Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I

    82 votes

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    Under Consideration  ·  36 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Zac Smith supported this idea  · 
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