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56 results found

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

    38 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

    42 votes

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    Planned  ·  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

    62 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

    110 votes

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

  5. Increase character count in grant description field

    22 votes

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

  6. If Then logic custom reports

    21 votes

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

  7. Bulk Edit - Payment schedule date and grant date

    31 votes

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

  8. bulk upload

    18 votes

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

  9. Batch attach file to grant

    21 votes

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

  10. Admin Fee Report/Audit Support

    30 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  · 

  11. Wealth search third party software to integrate with CSuite

    18 votes

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

  12. Refunds

    18 votes

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

  13. Fund statements: Need school name in Grantee section

    154 votes

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    21 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz 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  · 

  14. Grant Approver: Easier way to create new approver

    33 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Bryant Phillips commented  · 

    It would help if we could filter funds to assign grant approvers in bulk instead of manually assigning approvers for each fund.

    Bryant Phillips supported this idea  · 

  15. 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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    Bryant Phillips supported this idea  · 

  16. profile search

    29 votes

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