Settings and activity

71 results found

1. CommunitySuite Upcoming Releases Page should have a link to the product roadmap

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.

   Julie supported this idea  ·  Oct 29, 2024

2. fund beneficiary

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie commented  ·  Oct 24, 2024  ·  Edit…  ·  Delete…

   Please log all significant changes, including this one!

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   Julie supported this idea  ·  Oct 24, 2024

3. portal style

   19 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Julie supported this idea  ·  Oct 16, 2024

4. Add Proxy Information in System Log when Login As is used - Audit Purposes

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 16, 2024

5. Revise the CSuite login page

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   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie commented  ·  Aug 30, 2024  ·  Edit…  ·  Delete…

   Yes please. This is not just an inconvenience for internal users but also for donors and fundholders when they log on to the portal.

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   Julie supported this idea  ·  Aug 29, 2024

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

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

   I think this is a permissions issue. Please vote here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48765095-create-fund-advisor-login-for-legacy-portal-from

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7. 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  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 22, 2024

8. Reporting for multiple objects at once

   16 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 9, 2024

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

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 6, 2024

10. Collapse/Expand Files

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 17, 2024

11. Custom fields available to sync when merging profiles

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 16, 2024

12. Reports: Freeze the column headers

    56 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jun 26, 2024

13. GLM/SLM changes syncing with csuite profiles

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Apr 3, 2024

14. Multiple Advisors on one grant

    20 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 25, 2024

15. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 12, 2024
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    Julie commented  ·  Apr 4, 2023  ·  Edit…  ·  Delete…

    Agreed, the new 'soft credit' is not at all useful if not shown on the donor record.

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16. Organization's name in event ticket

    61 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 5, 2024

17. Pay Email Address for EFT Grant Notifications

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Oct 27, 2023

18. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 14, 2023

19. Multiple contacts for Organizations

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie supported this idea  ·  Jul 17, 2023

20. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 10, 2023