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139 results found

  1. Add "Primary" Fund Advisor as Reportable Field

    25 votes

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

  2. assign check template by fund

    2 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  · 

  3. Recurring donation record with ACH as a Payment option

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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).

    Susie Lotreck supported this idea  · 

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

    23 votes

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

  5. Change opportunities to the engagement tab

    18 votes

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

  6. Household opportunities should show on Individual profiles

    62 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  7. Automatic Emails for Opportunities using Stages as Triggers

    12 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  8. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Susie Lotreck supported this idea  · 

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

    62 votes

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

  10. email - integration with Outlook

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Susie Lotreck supported this idea  · 

  11. Foundant for Outlook add-in: add date to note

    12 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  · 

  12. Multiple Opportunity Beneficiaries

    11 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  13. Allow Editing/Deleting the Automatic Pledge Adjustment

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susie Lotreck commented  · 

    We should be able to edit/delete a system generated pledge adjustment. Recently. a pledge payment was received. which exceeded the amount due on the pledge, I assumed the donation entry would apply the amount due to the linked pledge and the remainder would be applied to the fund 's contribution revenue account. Instead the system, created a permanent pledge adjustment which increased the the amount of the original pledge amount.

    Susie Lotreck supported this idea  · 

  14. Pledge Section/Table in the Fund Statement Template

    7 votes

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

  15. Pledge Reporting

    5 votes

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

  16. Edit a Pledge

    18 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  17. pledge promise

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  18. Financials: fund balance (show $0 balance funds)

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Susie Lotreck supported this idea  · 

  19. Bulk Edit - Payment schedule date and grant date

    31 votes

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

  20. Change Grantee in Grant Request to internal fund

    59 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susie Lotreck commented  · 

    Please implement!

    Susie Lotreck supported this idea  · 
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