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98 results found

  1. Indicate required fields with an asterisk

    113 votes

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

  2. 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  · 

  3. kbakhshi@fmscleveland.com

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  4. Two contacts assigned to grant applications.

    166 votes

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    Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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  5. 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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  6. 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  · 

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

    17 votes

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

  9. Revise the CSuite login page

    14 votes

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

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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  11. Login As --Removes user's existing login

    269 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Rhonda Page supported this idea  · 

  12. Attach Tasks to Profiles

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  13. Add option to filter assigned tasks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  14. Sponsored org

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rhonda Page supported this idea  · 

  15. charity check

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  16. Return to PROFILE instead of campaign when deleting from campaign

    9 votes

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

  17. Flag Duplicate Addresses

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  18. Custom fields available to sync when merging profiles

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  19. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  20. Dedupe by address and also by "similar" name.

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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