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45 results found

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

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Bryant Phillips commented  · 

    It would also be helpful if the notification email we receive included details about the actual change, instead of just a general email that a change was made.

    Bryant Phillips supported this idea  · 

  2. ID # search

    40 votes

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    5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Bryant Phillips commented  · 

    As Dedie mentioned, there are a number of areas in CSuite where the ID also isn't even visible when searching - like custom reports when filtering by profile, merging profiles and selecting the other profile, changing the grantee on a grant, etc. It would be a big help if the ID was at least included in the search results after the name. If we could also search by ID in addition to name, that would be great also. Without this, there's a higher chance for mistakes. Sometimes, we have to keep guessing at the search until the right record is selected.

    Bryant Phillips supported this idea  · 

  3. Household opportunities should show on Individual profiles

    56 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Bryant Phillips supported this idea  · 

  4. birthday - option to not include year

    90 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Bryant Phillips supported this idea  · 

  5. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Bryant Phillips supported this idea  · 

  6. Increase character count in grant description field

    20 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Bryant Phillips supported this idea  · 

  7. Grant Request Bucket - checkboxes for requests to create grants

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Bryant Phillips shared this idea  · 

  8. If Then logic custom reports

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Bryant Phillips supported this idea  · 

  9. Bulk Edit - Payment schedule date and grant date

    28 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Bryant Phillips supported this idea  · 

  10. bulk upload

    14 votes

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

  11. Batch attach file to grant

    17 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Bryant Phillips supported this idea  · 

  12. Admin Fee Report/Audit Support

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Bryant Phillips supported this idea  · 

  13. Wealth search third party software to integrate with CSuite

    17 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Bryant Phillips supported this idea  · 

  14. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    14 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Bryant Phillips supported this idea  · 

  15. Be able to update RSVPs in bulk

    25 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Bryant Phillips supported this idea  · 

  16. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Bryant Phillips supported this idea  · 

  17. Campaigns Without Tickets for Online Donations

    92 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Bryant Phillips supported this idea  · 

  18. Refunds

    17 votes

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    5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Bryant Phillips supported this idea  · 

  19. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Bryant Phillips supported this idea  · 

  20. Grant request notification for staff - add more data to email

    28 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Bryant Phillips supported this idea  · 
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