Settings and activity

120 results found

1. birthday - option to not include year

   116 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 9, 2024

2. Fund Created Field - not a date stamp

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Apr 19, 2024

3. Add Profile Fund Category to Fund Advisor Fund Custom Report

   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 29, 2024

4. Multiple Advisors on one grant

   20 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 20, 2024

5. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   48 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 12, 2024

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

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Feb 1, 2024

7. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   66 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Susie Lotreck supported this idea  ·  Feb 1, 2024

8. grant type guidestar

   51 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 31, 2023

9. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Feb 2, 2023

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

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Feb 2, 2023

11. Custom Field in Tasks

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susie Lotreck supported this idea  ·  Oct 2, 2022

12. Color code outward facing fields

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susie Lotreck supported this idea  ·  Sep 26, 2022

13. Multiple contacts for Organizations

    46 votes

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

    
    

    Susie Lotreck supported this idea  ·  Sep 7, 2022

14. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susie Lotreck supported this idea  ·  Aug 30, 2022

15. Allow Multiple File Attachments when Creating a Voucher

    52 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Aug 30, 2022

16. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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

    
    

    Susie Lotreck supported this idea  ·  Aug 27, 2022

17. fund advisor portal grant notification-advisor specific

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Aug 25, 2022

18. Docusign Integration

    145 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jul 14, 2022
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    Susie Lotreck commented  ·  Jul 14, 2022  ·  Edit…  ·  Delete…

    This would be fantastic to have this available in CSuite !!

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19. Distribution Audit Details - Make available prior to posting

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Susie Lotreck commented  ·  Jul 14, 2022  ·  Edit…  ·  Delete…

    Yes please make the audit detail report available before being required to post. We are running projections of distributions for our agency funds for their FY2024 budgeting needs. I should not have to post these spending amounts in order to access the audit detail report. For this first time doing projections out of CSuite, I had to post the calculations, export the audit report and then unpost and delete that distribution projection.

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    Susie Lotreck supported this idea  ·  Jul 14, 2022

20. Impact Investing: revenue share

    19 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jun 3, 2022