Settings and activity

114 results found

1. Do not send Grant Notify email when a grant is unposted

   31 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 17, 2025

2. History of Fund Advisors for a Fund

   45 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Susan Lotreck supported this idea  ·  Jan 17, 2025

3. make fund advisor inactive

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 17, 2025

4. Grant Notify and Advisor Request Notify Email Management

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 17, 2025

5. Statement Type Option for No Statements

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 17, 2025

6. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 17, 2025

7. Batch Donation Notify and Grant Notify Emails

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck commented  ·  Jan 17, 2025  ·  Edit…  ·  Delete…

   This would be a very welcomed enhancement!

   Save Submitting...
   Susan Lotreck supported this idea  ·  Jan 17, 2025

8. Send auto email to FA's with unsubmitted grants in cart

   30 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 17, 2025

9. Develop Login Report that also shows Profiles logging in with PIN

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Jan 17, 2025

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

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Susan Lotreck supported this idea  ·  Jan 17, 2025
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    Susan Lotreck commented  ·  Apr 8, 2024  ·  Edit…  ·  Delete…

    This is one of the reasons we turned off the function allowing fund advisors the ability to change profile information in the FA portal. It would terrific to have this idea implemented so we could turn that back on.

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11. Add "Primary" Fund Advisor as Reportable Field

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    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 17, 2025

12. assign check template by fund

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 17, 2025

13. Recurring donation record with ACH as a Payment option

    33 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Susan Lotreck supported this idea  ·  Jan 13, 2025

14. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susan Lotreck supported this idea  ·  Jan 8, 2025

15. Change opportunities to the engagement tab

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 8, 2025

16. Household opportunities should show on Individual profiles

    57 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susan Lotreck supported this idea  ·  Jan 8, 2025

17. Automatic Emails for Opportunities using Stages as Triggers

    11 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 8, 2025

18. Opportunity bulk import improvement

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 8, 2025

19. Expand capability of "add note to CSuite" Outlook integration

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 8, 2025

20. email - integration with Outlook

    77 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 8, 2025