Settings and activity

30 results found

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

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   29 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  May 9, 2025

2. Enable Address Validation- Remove All CAPS on addresses when using this new feature

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  May 1, 2025

3. Clear grant requests from fund advisor carts without proxying in as the advisor

   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Apr 7, 2025

4. Fix Sort Order on Files Tab for Affiliates

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Apr 3, 2025

5. Column Spacing for Fund Statement List on Portal

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   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Mar 28, 2025

6. Fund Advisor Bulk Edits

   37 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Jan 23, 2025

7. Batch Donation Notify and Grant Notify Emails

   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Jan 23, 2025

8. 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  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Jan 23, 2025

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

   37 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Michael Elfenbaum supported this idea  ·  Jan 23, 2025

10. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Jan 23, 2025

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

    59 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Jan 9, 2025

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

    23 votes

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

    
    

    Michael Elfenbaum supported this idea  ·  Jan 8, 2025

13. Change opportunities to the engagement tab

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Jan 8, 2025

14. Multiple Opportunity Beneficiaries

    11 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Jan 7, 2025

15. Change Grantee in Grant Request to internal fund

    58 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Dec 17, 2024

16. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Dec 17, 2024

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

    71 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Dec 17, 2024

18. Candid/GuideStar Grants Report

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    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michael Elfenbaum shared this idea  ·  Nov 6, 2024

19. Fund Log - track all changes made under Relationship tab

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Jul 9, 2024

20. Multiple Advisors on one grant

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michael Elfenbaum shared this idea  ·  Mar 19, 2024