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  1. profile search

    22 votes

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

  2. If Then logic custom reports

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susan Lotreck supported this idea  · 

  3. Custom Field Type - number option

    21 votes

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

    We capture Establishing Gift Amount when creating a fund. It is critical to have the option to select custom field type = number/amount.

    Susan Lotreck supported this idea  · 

  4. Custom Field in Tasks

    18 votes

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

  5. Filter by custom field

    12 votes

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

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

    54 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  · 

  7. Color code outward facing fields

    57 votes

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

  8. Revenue Share option for Impact Investing

    9 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  · 

  9. 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  · 

  10. Multiple contacts for Organizations

    43 votes

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

  11. 990 tax class

    37 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  · 

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

    18 votes

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

  13. Allow Multiple File Attachments when Creating a Voucher

    37 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  · 

  14. 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  · 

  15. Sandbox Permissions

    25 votes

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

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

    22 votes

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

  17. Admin Fee Edit

    33 votes

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

  18. fund advisor portal grant notification-advisor specific

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Susan Lotreck supported this idea  · 

  19. Attached files sorted most recent at the top (or options to select sort).

    39 votes

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

  20. Grants On Hold In More Buckets - Approval & Voucher

    36 votes

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

    In FIMS there this feature sits on the 'Additional Detail" tab of Grant Application. Would like to see a similar check box field "Place on Hold in A/P" on the Create Grant page in CSuite.

    Susan Lotreck supported this idea  · 
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