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150 results found

  1. Allow edits to password reset email for fund advisor portal

    39 votes

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

  2. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    39 votes

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

  3. Historic Fund Balance in custom reporting

    2 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susie Lotreck commented  · 

    This would save so much time with external financial reporting

    Susie Lotreck supported this idea  · 

  4. Custom Field permission by record type

    33 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Susie Lotreck supported this idea  · 

  5. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Susie Lotreck supported this idea  · 
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    Susie Lotreck commented  · 

    This is highly critical issue.To date, in FIMS and now CSuite, our CF has closed out fund, transferred to new fund and add notes to state new fund is from a fund conversion and also use a custom field to note the new fund is sourced from a fund conversion. Not only do we lose clear audit trail of the fund's donation/grant history. More importantly, the distribution calculation on this new fund is not accurate since the system doesn't have 20 quarters of fund balances. They live back in the retired fund.

  6. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Susie Lotreck commented  · 

    Yes, please implement!

    Susie Lotreck supported this idea  · 

  7. Custom Field Type - number option

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susie Lotreck commented  · 

    Can we get this implemented ASAP?

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    Susie 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.

    Susie Lotreck supported this idea  · 

  8. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

    13 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susie Lotreck commented  · 

    I like the new quick reference option

  9. Ability to edit Profile Fund Link categories versus deleting and relinking

    59 votes

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

  10. Add Email address "Other Detail" to a reporting object.

    41 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susie Lotreck commented  · 

    A must!

    Susie Lotreck supported this idea  · 
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    Susie Lotreck commented  · 

    Please prioritize implementing this change. If other text fields in the profile area, are exportable, it doesn’t make sense that one can be exported in a custom report and the other cannot. This inconsistency limits our reporting capabilities and creates unnecessary and inefficient workarounds. Thank you!

  11. filter selections showing "invalid" error when editing a report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susie Lotreck commented  · 

    A must!

    Susie Lotreck supported this idea  · 

  12. Vendor Permissions Separate From Profile Permissions

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Susie Lotreck supported this idea  · 

  13. Visual Presentations Using Charts (with GL data)

    17 votes

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

  14. Show Tribute Detail on Portal Donations Tab

    9 votes

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

  15. New Fund Advisor Portal Grant Request Style

    15 votes

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

  16. campaign start time

    2 votes

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

  17. Add Bulk "Edit Payment Date" Functionality to Grants Area Menu

    43 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susie Lotreck shared this idea  · 

  18. payment date

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susie Lotreck commented  · 

    Critically needed!

    Susie Lotreck supported this idea  · 

  19. payment date

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susie Lotreck commented  · 

    Please add Payment Date to the NEW bucket ASAP

    Susie Lotreck supported this idea  · 

  20. 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  · 
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