Settings and activity

139 results found

1. Formatting for "Amount" fields in all Content areas

   79 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Susie Lotreck shared this idea  ·  Dec 16, 2024

2. default text in content

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Dec 16, 2024

3. Net proceeds total for stock donations

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   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Dec 16, 2024  ·  Edit…  ·  Delete…

   This would save time! At this time we copy/paste into Excel to confirm the net total.

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   Susie Lotreck supported this idea  ·  Dec 16, 2024

4. Allow Nonprofit Address to be private in directory

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Dec 16, 2024

5. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Susie Lotreck shared this idea  ·  Dec 16, 2024

6. New portal for fund advisors - please mark on the profile card which one is the advisor

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Nov 8, 2024

7. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Susie Lotreck supported this idea  ·  Nov 6, 2024

8. Candid/GuideStar Grants Report

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   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Nov 6, 2024

9. Recognize soft credits on donor profiles

   37 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Oct 29, 2024

10. Admin Fee Report/Audit Support

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Oct 3, 2024  ·  Edit…  ·  Delete…

    Glad to see this has moved to the proposed idea status. In addition to having a column with the total calculation that the fee is being processed on. It would be great to have the blended fee rate display as well as from the grad. admin schedule.

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    Susie Lotreck supported this idea  ·  Aug 27, 2022

11. Service Areas - International

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jul 9, 2024

12. Fund Log - track all changes made under Relationship tab

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Susie Lotreck shared this idea  ·  Jul 9, 2024

13. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 9, 2024

14. birthday - option to not include year

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 9, 2024

15. Fund Balance Check on Grant Posting

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    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Susie Lotreck supported this idea  ·  Apr 19, 2024

16. Fund Created Field - not a date stamp

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 19, 2024

17. Ability to build custom dashboards

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    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 19, 2024

18. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 29, 2024

19. Multiple Advisors on one grant

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 20, 2024

20. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    46 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 12, 2024