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1. Financial view comparison of two different years

   13 votes

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   0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank supported this idea  ·  Oct 22, 2021

2. Fund Advisor Portal - email case sensitivity

   40 votes

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   2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank supported this idea  ·  Sep 29, 2021

3. Sandbox Sync Date

   49 votes

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   0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank supported this idea  ·  Sep 29, 2021

4. Duplicate Memorial/Honorarium Profiles Created

   103 votes

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   1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   We are currently testing a new enhancement that will not create a profile for tributes.  A User will be able to assign a profile to the tribute or just have the "soft" association.

   Hank supported this idea  ·  Sep 29, 2021

5. Enhancement: Schedule reports

   7 votes

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   0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank supported this idea  ·  Sep 24, 2021

6. Please add a notification to the login screen that the login name is case sensitive. This could help avoid login issues for users.

   4 votes

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   1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank shared this idea  ·  Sep 24, 2021

7. Tributes

   49 votes

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   0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank supported this idea  ·  Jul 26, 2021

8. zip codes

   58 votes

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   4 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank supported this idea  ·  Jul 26, 2021

9. Autosync Notification

   3 votes

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   0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
   Hank shared this idea  ·  Jul 26, 2021

10. Income statement - YTD over YTD comparison

    89 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank supported this idea  ·  Apr 26, 2021

11. Stripe duplicates

    190 votes

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    17 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    I am looking for 10-15 CSuite clients who would be willing to provide feedback on enhancements planned for Stripe duplicates and profile merge.  If you are interested please reply to this email.  

    
    

    Best,

    
    

    Holly Spitz

    Hank supported this idea  ·  Apr 23, 2021
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    Hank commented  ·  Sep 23, 2020  ·  Edit…  ·  Delete…

    It would be nice if profiles were id'd by their emails. This would stop most of this duplicate situation and this is how most CRM's operate.

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12. Bug Database

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank shared this idea  ·  Apr 19, 2021

13. Development Roadmap

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank shared this idea  ·  Apr 19, 2021

14. Can you please give us the option to mark Organizations as Inactive?

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank supported this idea  ·  Apr 14, 2021

15. Donor Contact

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank supported this idea  ·  Apr 14, 2021

16. Customizable Fields for Online Donations

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank supported this idea  ·  Apr 14, 2021

17. Add Formula Fields to Custom Reports

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank supported this idea  ·  Apr 14, 2021

18. duplicate merge

    89 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
    Hank supported this idea  ·  Mar 15, 2021

19. Additional profile field, for prospecting info

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
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    Hank commented  ·  Mar 15, 2021  ·  Edit…  ·  Delete…

    Agreed. Wealth Engine is supposedly moving away from the nonprofit realm.

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    Hank supported this idea  ·  Mar 15, 2021

20. Donor Donation Summary - Please allow a way to run this report form donor page to see donation summary for a fiscal year.

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  Delete…  ·  Admin →
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    Hank commented  ·  Mar 15, 2021  ·  Edit…  ·  Delete…

    I have asked for this as well. We are trying to show how our fundraising is progressing from Fiscal Year to Fiscal Year and each month from each Fiscal Year.

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    Hank supported this idea  ·  Mar 15, 2021