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134 results found

  1. Develop Login Report that also shows Profiles logging in with PIN

    11 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. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Susie Lotreck supported this idea  · 
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    Susie Lotreck commented  · 

    This is one of the reasons we turned off the function allowing fund advisors the ability to change profile information in the FA portal. It would terrific to have this idea implemented so we could turn that back on.

  3. Add "Primary" Fund Advisor as Reportable Field

    26 votes

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

  4. assign check template by fund

    2 votes

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

  5. Recurring donation record with ACH as a Payment option

    35 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Susie Lotreck supported this idea  · 

  6. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    24 votes

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    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Susie Lotreck supported this idea  · 

  7. Change opportunities to the engagement tab

    19 votes

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

  8. Household opportunities should show on Individual profiles

    65 votes

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

  9. Automatic Emails for Opportunities using Stages as Triggers

    13 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  10. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  11. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Susie Lotreck supported this idea  · 

  12. Foundant for Outlook add-in: add date to note

    14 votes

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

  13. Allow Editing/Deleting the Automatic Pledge Adjustment

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susie Lotreck commented  · 

    We should be able to edit/delete a system generated pledge adjustment. Recently. a pledge payment was received. which exceeded the amount due on the pledge, I assumed the donation entry would apply the amount due to the linked pledge and the remainder would be applied to the fund 's contribution revenue account. Instead the system, created a permanent pledge adjustment which increased the the amount of the original pledge amount.

    Susie Lotreck supported this idea  · 

  14. Pledge Section/Table in the Fund Statement Template

    9 votes

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

  15. Pledge Reporting

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  16. Edit a Pledge

    21 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Susie Lotreck supported this idea  · 

  17. Bulk Edit - Payment schedule date and grant date

    31 votes

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    6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susie Lotreck supported this idea  · 

  18. Change Grantee in Grant Request to internal fund

    60 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Susie Lotreck commented  · 

    Please implement!

    Susie Lotreck supported this idea  · 

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

    87 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susie Lotreck shared this idea  · 

  20. default text in content

    20 votes

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