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151 results found

  1. payment date

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susie Lotreck supported this idea  · 

  2. Spendable distributions scheduling

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susie Lotreck commented  · 

    We have a program of nearly 450 designated funds awarding grants annually. Being able to set the all codes, payment date and custom fields for the grants is critical and I hope this can be implemented in the near future.

    Susie Lotreck supported this idea  · 

  3. Add the 'Log' Menu item to every screen that has data on it.

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Susie Lotreck commented  · 

    We rely on logs to see when field information was changed and by who should we want to discuss why a change was made.

    Susie Lotreck supported this idea  · 

  4. Include Opportunities, Fund Advisors, etc. in Ref Name column for note reports

    4 votes

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

  5. Add Note ID to Global Search

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Susie Lotreck shared this idea  · 

  6. Add a downvote option in Idea Lab

    8 votes

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

  7. API for Constant Contact

    29 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Susie Lotreck commented  · 

    Yes! I am so happy to see this idea moved to "PLANNED" - My team will be so happy to receive this update from me.

    Susie Lotreck supported this idea  · 

  8. Grant Catalog Donate vs. Grant Request Options

    22 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Susie Lotreck commented  · 

    Being aware of this issue reduces my motivation to begin using Grant Catalog for our Foundation.

    Susie Lotreck supported this idea  · 

  9. Profile>Engagement Tab - keep refresh page on Profile after campaign is deleted

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Susie Lotreck supported this idea  · 

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

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Susie Lotreck supported this idea  · 

  11. Tax Receipts: Separate fields for Donor profile and Donation Advisor

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Susie Lotreck supported this idea  · 

  12. "Send Login Email" from Profile Login Info

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Susie Lotreck supported this idea  · 

  13. board portal

    203 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susie Lotreck supported this idea  · 

  14. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susie Lotreck supported this idea  · 

  15. Batch Approval

    67 votes

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    Proposed Idea  ·  30 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Susie Lotreck supported this idea  · 

  16. Login As --Removes user's existing login

    236 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Susie Lotreck commented  · 

    Something needs to be done to improve this situation. I feel foolish being on the phone explaining my paused delays to a fund advisor looking for support.

    Susie Lotreck supported this idea  · 

  17. Separate "hide description" for Donations vs Grants

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Susie Lotreck supported this idea  · 

  18. Simplify/Merge the Grant Request screens

    104 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Susie Lotreck supported this idea  · 
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    Susie Lotreck commented  · 

    Agree with all the points mentioned. In addition, please update the button label from 'SEARCH GRANTEE' to 'SEARCH GRANTEE OR FUND".

  19. Financial Statement exports to PDF using a predefined template

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Susie Lotreck supported this idea  · 

  20. Grant Refund - Payment Type

    5 votes

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