Settings and activity

134 results found

1. Include Opportunities, Fund Advisors, etc. in Ref Name column for note reports

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jul 30, 2025

2. Add Note ID to Global Search

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susie Lotreck shared this idea  ·  Jul 28, 2025

3. Add a downvote option in Idea Lab

   7 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 23, 2025

4. API for Constant Contact

   28 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Jul 22, 2025  ·  Edit…  ·  Delete…

   Yes! I am so happy to see this idea moved to "PLANNED" - My team will be so happy to receive this update from me.

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   Susie Lotreck supported this idea  ·  May 19, 2025

5. Grant Catalog Donate vs. Grant Request Options

   21 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Jul 7, 2025  ·  Edit…  ·  Delete…

   Being aware of this issue reduces my motivation to begin using Grant Catalog for our Foundation.

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   Susie Lotreck supported this idea  ·  Jul 7, 2025

6. Profile>Engagement Tab - keep refresh page on Profile after campaign is deleted

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   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jul 7, 2025

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

   76 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jul 7, 2025

8. Tax Receipts: Separate fields for Donor profile and Donation Advisor

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jun 11, 2025

9. "Send Login Email" from Profile Login Info

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jun 5, 2025

10. board portal

    203 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susie Lotreck supported this idea  ·  May 21, 2025

11. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 16, 2025

12. Batch Approval

    66 votes

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    Proposed Idea  ·  30 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 9, 2025

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

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    31 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  May 8, 2025  ·  Edit…  ·  Delete…

    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!

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    Susie Lotreck supported this idea  ·  May 8, 2025

14. Login As --Removes user's existing login

    233 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  May 7, 2025  ·  Edit…  ·  Delete…

    Something needs to be done to improve this situation. I feel foolish being on the phone explaining my paused delays to a fund advisor looking for support.

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    Susie Lotreck supported this idea  ·  Feb 12, 2025

15. Separate "hide description" for Donations vs Grants

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 6, 2025

16. Simplify/Merge the Grant Request screens

    102 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 1, 2025
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    Susie Lotreck commented  ·  Mar 26, 2025  ·  Edit…  ·  Delete…

    Agree with all the points mentioned. In addition, please update the button label from 'SEARCH GRANTEE' to 'SEARCH GRANTEE OR FUND".

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17. Financial Statement exports to PDF using a predefined template

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 28, 2025

18. Grant Refund - Payment Type

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 28, 2025

19. Clear grant requests from fund advisor carts without proxying in as the advisor

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 7, 2025

20. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck shared this idea  ·  Apr 3, 2025