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139 results found

  1. profile search

    29 votes

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

  2. If Then logic custom reports

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Susie Lotreck supported this idea  · 

  3. Custom Field Type - number option

    22 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Susie Lotreck commented  · 

    We capture Establishing Gift Amount when creating a fund. It is critical to have the option to select custom field type = number/amount.

    Susie Lotreck supported this idea  · 

  4. Custom Field in Tasks

    18 votes

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

  5. Color code outward facing fields

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Susie Lotreck supported this idea  · 

  6. Revenue Share option for Impact Investing

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Susie Lotreck supported this idea  · 

  7. Multiple contacts for Organizations

    45 votes

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

  8. 990 tax class

    37 votes

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

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

    27 votes

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

  10. Allow Multiple File Attachments when Creating a Voucher

    48 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susie Lotreck supported this idea  · 

  11. 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  ·  Admin →
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    Susie Lotreck supported this idea  · 

  12. Admin Fees: choose more than one donation type for an Admin Fee

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susie Lotreck supported this idea  · 

  13. Admin Fee Edit

    35 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susie Lotreck supported this idea  · 

  14. fund advisor portal grant notification-advisor specific

    41 votes

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

  15. Attached files sorted most recent at the top (or options to select sort).

    40 votes

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

  16. Grants On Hold In More Buckets - Approval & Voucher

    40 votes

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    6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Susie Lotreck commented  · 

    In FIMS there this feature sits on the 'Additional Detail" tab of Grant Application. Would like to see a similar check box field "Place on Hold in A/P" on the Create Grant page in CSuite.

    Susie Lotreck supported this idea  · 

  17. Docusign Integration

    138 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Susie Lotreck supported this idea  · 
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    Susie Lotreck commented  · 

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

  18. Distribution Audit Details - Make available prior to posting

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Susie Lotreck commented  · 

    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.

    Susie Lotreck supported this idea  · 

  19. Impact Investing: revenue share

    18 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Susie Lotreck supported this idea  · 
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