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60 results found

  1. Why do the profile links not allow a drill down like Org Roles?

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney shared this idea  · 

  2. 1099 - Add Mailing Address to Report

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michele McKinney supported this idea  · 

  3. portal access: details on pages that profiles are viewing

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michele McKinney shared this idea  · 

  4. 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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    Michele McKinney shared this idea  · 

  5. Prevent Duplicate Fund Short Names

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michele McKinney supported this idea  · 

  6. Flag Duplicate Addresses

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney supported this idea  · 

  7. Add multiple payment types and banking information to profiles

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michele McKinney supported this idea  · 

  8. Recognize soft credits on donor profiles

    37 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Michele McKinney supported this idea  · 

  9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michele McKinney supported this idea  · 

  10. birthday - option to not include year

    114 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney supported this idea  · 

  11. Last Donation Date does not reflect accurate last gift date

    112 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney supported this idea  · 

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

    36 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney supported this idea  · 

  13. Next Check Number Used Process

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Michele McKinney supported this idea  · 

  14. Pay Email Address for EFT Grant Notifications

    67 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    An error occurred while saving the comment
    Michele McKinney commented  · 

    Just had another client request this today, that they need two other staff to be aware of incoming electronic payments.

    An error occurred while saving the comment
    Michele McKinney commented  · 

    Even if you would just allow more than one toggle on the Pay Email section, you can only have one. I've had multiple vendors/grantees that wanted payment notification sent to more than one email address. If you are doing a mass email you don't have the time to go in one by one to select the CC option.

    Michele McKinney supported this idea  · 

  15. Bring back counts in Fund Statement generation

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney commented  · 

    What are the chances of this being done?

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    Michele McKinney commented  · 

    Please add these two together, votes would be 26 on this specific item. There are 11 on this entry and 15 on the below entry.

    Fund Statement processing - (want counts back on main screen) and need ability to choose two criteria when selecting funds

    Michele McKinney shared this idea  · 

  16. edit voucher description

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele McKinney supported this idea  · 

  17. display future year's spendable amount on fund statement

    35 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney supported this idea  · 

  18. 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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    Michele McKinney supported this idea  · 

  19. 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.

    Michele McKinney supported this idea  · 

  20. Add Permission to View ACH Details in Profiles

    40 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michele McKinney supported this idea  · 
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