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113 results found

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

    37 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Rhonda Page supported this idea  · 

  2. Abandoned Cart Email: Option to select who to send email to

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Rhonda Page supported this idea  · 

  3. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    59 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Rhonda Page supported this idea  · 

  4. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Rhonda Page supported this idea  · 

  5. Simplify/Merge the Grant Request screens

    104 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Rhonda Page supported this idea  · 

  6. Portal: Display donor mailing label or recognition name instead of name

    61 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Rhonda Page supported this idea  · 

  7. Formatting for "Amount" fields in all Content areas

    87 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Rhonda Page supported this idea  · 

  8. 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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    Rhonda Page supported this idea  · 

  9. Add Yearly-Tax Receipt to Portal in Files or Statements

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rhonda Page shared this idea  · 

  10. 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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    Rhonda Page supported this idea  · 

  11. kbakhshi@fmscleveland.com

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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    Rhonda Page supported this idea  · 

  12. Two contacts assigned to grant applications.

    162 votes

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    Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Rhonda Page supported this idea  · 

  13. Follow Up Reports available with past applications under Organization History tab

    12 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Rhonda Page supported this idea  · 

  14. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rhonda Page commented  · 

    Add the option of generating the bulk print year-end receipt letters in a Word format. We often have to adjust page ends on this several hundred page document and doing that via editing a pdf is time consuming.

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    Rhonda Page commented  · 

    Add the option to generate the bulk print year-end receipt letters in Word. Currently only option is a PDF and we often need to adjust page ends and it is so much easier to do that in Word.

    Rhonda Page supported this idea  · 

  15. Send Login email does not function. Please make Login Info tab able to edit.

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Rhonda Page supported this idea  · 

  16. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Rhonda Page supported this idea  · 

  17. Revise the CSuite login page

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  18. Profile Permissions: Separate "Manage Login Info" from "Login As"

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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  19. Login As --Removes user's existing login

    235 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  20. Allow editing a custom report name, description or sharing without having to save as a different report

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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