Settings and activity

69 results found

1. guest email

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  Jun 4, 2024

2. Capitalization

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

3. Add "Are you sure you want to copy?" to all copy buttons

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

4. GLM/SLM changes syncing with csuite profiles

   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

5. Capacity to tag additional profiles in notes

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

6. Prevent Duplicate Fund Short Names

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

7. Security Issue: Inactivating a User

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

8. campaign tax receipt

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

9. Email Tax Receipt Preview

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Lindsey Slater supported this idea  ·  May 29, 2024

10. Recognize soft credits on donor profiles

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

11. 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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    Lindsey Slater supported this idea  ·  May 29, 2024

12. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

13. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    32 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  May 29, 2024

14. 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

    
    

    Lindsey Slater supported this idea  ·  May 29, 2024

15. Edit campaign after tickets created

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lindsey Slater shared this idea  ·  May 15, 2024

16. Pronoun field on donation forms

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lindsey Slater supported this idea  ·  Mar 12, 2024

17. Multifund Invoices

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Lindsey Slater shared this idea  ·  Mar 12, 2024
    An error occurred while saving the comment
    Lindsey Slater commented  ·  Jun 29, 2022  ·  Edit…  ·  Delete…

    Just like vouchers, it would be great to be able to create multi-fund invoices.

    Save Submitting...

18. Gift Adjustments: Requires Unreconciliation

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  Mar 5, 2024

19. Bring back the option for archived campaign to show on a profile!

    18 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Lindsey Slater supported this idea  ·  Mar 5, 2024

20. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lindsey Slater supported this idea  ·  Mar 5, 2024