Skip to content
← IDEA LAB

Settings and activity

139 results found

  1. Last Donation Date does not reflect accurate last gift date

    111 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  2. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  3. Spendable distributions scheduling

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  4. Donations: change fund

    64 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  5. set distribution amount

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Susie Lotreck commented  · 

    We have several funds in our portfolio as well that have a specific $ amount for annual distribution. It would be great to have this idea implemented.

    Susie Lotreck supported this idea  · 

  6. Change Fund Group at a Point in Time

    91 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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.

    Susie Lotreck supported this idea  · 

  7. Don't notify advisor any grant adjustments

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Susie Lotreck commented  · 

    Sometimes grants need to be unposted and fixed immediately and we do not want fund advisors receiving this information. We had a couple of advisors call in this week with great concern.

    Susie Lotreck supported this idea  · 

  8. grant notification to grantees - have two default emails

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  9. One Log In Across Foundant Platforms

    224 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Susie Lotreck commented  · 

    This would be a game changer for us!

    Susie Lotreck supported this idea  · 

  10. grant type guidestar

    50 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  11. edit voucher description

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  12. Checks printing sort order

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  13. Fund Advisor Bulk Edits

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Susie Lotreck commented  · 

    Absolutely critically needed!

    Susie Lotreck supported this idea  · 

  14. Separate Unlink Fund Profile from Delete Profile Permission

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  15. Edit Profile Payments

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Susie Lotreck commented  · 

    ABSOLUTELY NECESSARY! It is a painful process to go through all that work with multiple donations for a profile payment and then have to delete all of it is an error was made with total amount etc. and then have to reattach all the gift documentation file to each donation all over again. I am surprised CSuite doesn't pop an error message when the total of donations entered does not equal the Open balance amount entered originally.

    Susie Lotreck supported this idea  · 

  16. 990 Report - Option to filter to DAF

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  17. Filter by TOTAL Donations in Donor Report

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  18. Recurring Alerts on Home Menu

    100 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  19. Linking profiles to funds- multiple links at a time

    58 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 

  20. Financial report fund filters

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susie Lotreck supported this idea  · 
1 2 3 4 6