Settings and activity
124 results found
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20 votes
An error occurred while saving the comment 
Susie Lotreck
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116 votesSusie Lotreck
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35 votes
An error occurred while saving the comment Susie Lotreck
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@Connor - I am interested in learning how! Our foundation uses Chrome browser.
Susie Lotreck
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21 votes
An error occurred while saving the comment Susie Lotreck
commented
This change introduced a top navigation that duplicates on‑screen functionality without adding value. Our customized top navigation was critical for efficiency, allowing us to pin frequently used CSuite areas our team rely on daily.
Please restore customization options. I would also like to understand why this change improves productivity in the future UI roadmap.
Susie Lotreck
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16 votes
An error occurred while saving the comment Susie Lotreck
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Every other area of the portal—Contributions, Grants, and Fund Statements—already sorts newest-to-oldest by default. Why should Files be the exception? Aligning this tab with the rest of the system would make the experience consistent, professional, and intuitive. This is a small change that would save time and improve usability for our donor portal users. Please vote if you agree!
Susie Lotreck
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46 votesSusie Lotreck
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9 votesSusie Lotreck
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6 votesSusie Lotreck
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3 votesSusie Lotreck
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6 votesSusie Lotreck
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6 votesSusie Lotreck
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11 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susie Lotreck
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26 votesProposed Idea · 20 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Susie Lotreck
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7 votes
An error occurred while saving the comment Susie Lotreck
commented
Could we get this idea implemented in Q2?
Susie Lotreck
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15 votesSusie Lotreck
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11 votesSusie Lotreck
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6 votesSusie Lotreck
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30 votesSusie Lotreck
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4 votesSusie Lotreck
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5 votesSusie Lotreck
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I’d love to be able to build ONE custom report in CSuite that includes fields from more than one object at the same time. For example, I need a single “master” report that shows both Fund Settings + Fund Details from the Fund object along with the Fund Beneficiary fields. Since those objects can’t be joined today, I’m forced to run multiple separate custom reports and stitch everything together manually in Excel.
I don’t how to use Access or Power BI, so my only option is to export the different reports and rely on VLOOKUPs in Excel to combine them. It’s very time‑consuming!
Having the ability to pull fields from multiple objects directly within CSuite would save a huge amount of time and let me keep the whole process contained inside CSuite and available for a refresh any time this report is needed.