Settings and activity

120 results found

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

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   42 votes

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   Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Aug 15, 2025  ·  Edit…  ·  Delete…

   A must!

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   Susie Lotreck supported this idea  ·  Aug 15, 2025
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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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2. filter selections showing "invalid" error when editing a report

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Aug 15, 2025  ·  Edit…  ·  Delete…

   A must!

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   Susie Lotreck supported this idea  ·  Aug 15, 2025

3. Vendor Permissions Separate From Profile Permissions

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 15, 2025

4. Visual Presentations Using Charts (with GL data)

   17 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 15, 2025

5. Show Tribute Detail on Portal Donations Tab

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 14, 2025

6. New Fund Advisor Portal Grant Request Style

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 14, 2025

7. campaign start time

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   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 8, 2025

8. payment date

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Aug 8, 2025  ·  Edit…  ·  Delete…

   Critically needed!

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   Susie Lotreck supported this idea  ·  Aug 8, 2025

9. payment date

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Aug 8, 2025  ·  Edit…  ·  Delete…

   Please add Payment Date to the NEW bucket ASAP

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   Susie Lotreck supported this idea  ·  Aug 8, 2025

10. Add the 'Log' Menu item to every screen that has data on it.

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Aug 7, 2025  ·  Edit…  ·  Delete…

    We rely on logs to see when field information was changed and by who should we want to discuss why a change was made.

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    Susie Lotreck supported this idea  ·  Aug 7, 2025

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

    4 votes

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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

12. Add a downvote option in Idea Lab

    11 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

13. API for Constant Contact

    34 votes

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    Planned  ·  6 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

14. 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

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

    90 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jul 7, 2025

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

    6 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

17. "Send Login Email" from Profile Login Info

    16 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

18. board portal

    205 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

19. 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

20. Batch Approval

    70 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