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108 results found

  1. Custom Field in Tasks

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Susan Lotreck supported this idea  · 

  2. Filter by custom field

    11 votes

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

  3. Separate the closing of the last period of the year from the closing of the year

    50 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Susan Lotreck commented  · 

    A must! I had no idea this issue existed as we are new to CSuite (July 25. 2022) and have not generated CSuite fund statements yet.

    Susan Lotreck supported this idea  · 

  4. Color code outward facing fields

    55 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Susan Lotreck supported this idea  · 

  5. Revenue Share option for Impact Investing

    7 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Susan Lotreck supported this idea  · 

  6. Grouping Non-Till Transactions for Deposit

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Susan Lotreck supported this idea  · 

  7. Multiple contacts for Organizations

    39 votes

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

  8. 990 tax class

    35 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  · 

  9. Fund Advisor Portal: Visibility for grant checks cleared

    48 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  10. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Susan Lotreck supported this idea  · 

  11. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susan Lotreck supported this idea  · 

  12. Sandbox Permissions

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Susan Lotreck supported this idea  · 

  13. Admin Fees: choose more than one donation type for an Admin Fee

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck supported this idea  · 

  14. Admin Fee Report

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck supported this idea  · 

  15. Admin Fees - add qtr detail to support

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck supported this idea  · 

  16. Admin Fee Edit

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susan Lotreck supported this idea  · 

  17. fund advisor portal grant notification-advisor specific

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  18. Donor/FA Portal: Add sticky note/flag to view upon login

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Susan Lotreck supported this idea  · 

  19. (Temporarily) Shut Down Fund Advisor Portal

    17 votes

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

  20. File Organization in Donor Portal

    99 votes

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