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108 results found

  1. Don't notify advisor any grant adjustments

    34 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck commented  · 

    Sometimes grants need to be unposted and fixed immediately and we do not want fund advisors receiving this information. We had a couple of advisors call in this week with great concern.

    Susan Lotreck supported this idea  · 

  2. grant notification to grantees - have two default emails

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susan Lotreck supported this idea  · 

  3. attaching files

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susan Lotreck supported this idea  · 

  4. Include Custom Fields in "Add Financial Filter".

    42 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Susan Lotreck commented  · 

    Please provide access to all fund's fields when utilizing "Add Filter" for Financial reports similar to how they are available when utilizing "Filters" under Funds. Being able to access all of the funds' fields when adding a filter on Financial reports would be a game changer and time-saver in our work.

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    Susan Lotreck commented  · 

    Just connected some CSuite Dots -- My wish is for the "Add Financial Filter" to be identical to what is available under Funds>"Filter by".

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    Susan Lotreck commented  · 

    In addition to Custom fields -- please add in abiltiy to filter by
    Fund Beneficiary Grantees/Funds

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    Susan Lotreck commented  · 

    Eager for this idea to move to status of planned idea!
    We serve many agencies that hold custodial funds and designated funds at our Foundation. We use Custom fields on these funds to identify which Custodial funds are to distribute spendable quarterly vs. annually. Having Custom fields available as a Filter would save me a lot of time running vlookups to produce voucher imports and Agency reporting .
    Thank you!

    Susan Lotreck shared this idea  · 

  5. Rename Unsubmitted Grant Requests to Grant Cart

    37 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck commented  · 

    Great idea to change the label. Also would love the idea for a pop-up alert when they log-out of their portal or/and an auto-email notification be sent to advisor, to let them know they have items in their grant cart. Having to make the calls and remember to check the list carts in Fund Advisor menu is manual.

    Susan Lotreck supported this idea  · 

  6. Grant refunds post to spendable option

    69 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Susan Lotreck commented  · 

    This is a must!

    Susan Lotreck supported this idea  · 

  7. One Log In Across Foundant Platforms

    198 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Susan Lotreck commented  · 

    This would be a game changer for us!

    Susan Lotreck supported this idea  · 

  8. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    133 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susan Lotreck commented  · 

    Agree! I know this is a deterrent for folks to take the time to create a new idea or vote on existing ideas.

    Susan Lotreck supported this idea  · 

  9. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck supported this idea  · 
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    Susan Lotreck commented  · 

    Yes! This is very much needed in all reports of Csuite!

  10. grant type guidestar

    43 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susan Lotreck supported this idea  · 

  11. donor history

    10 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susan Lotreck supported this idea  · 

  12. System Data - Content: enable html for grant_letter_email_body

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susan Lotreck commented  · 

    All content areas HTML compatible. Thank you!

    Susan Lotreck supported this idea  · 

  13. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 
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    Susan Lotreck commented  · 

    Thank you for posting this idea. Enhancements are needed!

  14. Closed Funds should appear in Red in Relationships tab

    74 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Susan Lotreck supported this idea  · 

  15. Vendor Default GL Account

    11 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susan Lotreck commented  · 

    Our current work around is to "copy" voucher (if it is available and doesn't require having to delete rows of account lines not needed for current voucher). We would much prefer to have a default GL account populate with option to toggle to a different account if needed.

    Susan Lotreck supported this idea  · 

  16. edit voucher description

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susan Lotreck supported this idea  · 

  17. Checks printing sort order

    24 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susan Lotreck supported this idea  · 

  18. Grant Type on Grantee Profiles

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susan Lotreck supported this idea  · 

  19. Fund statements - sort by fund advisor or fund

    29 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Susan Lotreck supported this idea  · 

  20. Fund Advisor Bulk Edits

    29 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck commented  · 

    Absolutely critically needed!

    Susan Lotreck supported this idea  · 
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