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42 results found

  1. Color code outward facing fields

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  2. Recurring Alerts on Home Menu

    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  3. Select Share Document [Yes/No] when uploading a file

    24 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  4. Indicate required fields with an asterisk

    100 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  5. Docusign Integration

    143 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  6. Combine credit card fees with the donation amount

    119 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Kait Balsewicz supported this idea  · 

  7. Turn off notifications when deactivating CSuite user

    39 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  8. Opportunity Tasks Notes Need to Show Up on the Fund

    37 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  9. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  10. export in same order as shown in financial report

    24 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  11. 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).

    Kait Balsewicz supported this idea  · 

  12. Do not send Grant Notify email when a grant is unposted

    34 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  13. inactive users - remove from assign to task list

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  14. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  15. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  16. If Then logic custom reports

    23 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  17. Allow adding a campaign to a posted voucher

    22 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  18. Option for household changes to populate individual profiles linked to household

    30 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  19. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  20. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Kait Balsewicz supported this idea  · 
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