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8 results found

  1. Recurring Donations - Allow Donors to Edit

    24 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Sidney Suttles supported this idea  · 

  2. Preferred Contact Profile Field

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sidney Suttles supported this idea  · 

  3. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Sidney Suttles supported this idea  · 

  4. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sidney Suttles supported this idea  · 

  5. Application Packet File Name (for UA)

    7 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sidney Suttles supported this idea  · 

  6. Turn off notifications when deactivating CSuite user

    36 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Sidney Suttles supported this idea  · 

  7. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Sidney Suttles commented  · 

    Old workflow was as follows:
    Funds > Fund Statements > Select the Fund Statement ID for the specific month or quarter > select “Print Individual” from the left menu > use “Ctrl + F” to find the fund advisor (e.g. Ctrl + F Bruce Wayne) > Select Print and then print the PDF files generated for all funds that person (e.g. Bruce Wayne) was a fund advisor for.

    Sidney Suttles shared this idea  · 

  8. Complete Multiple Grants at One Time

    70 votes

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    11 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Sidney Suttles commented  · 

    In the Grants workflow, I would love if we could use custom reporting to filter which grants we would like to mark as "Complete." For us, it doesn't make sense to bulk complete all of them, but there are far too many that need to be completed to do it one-by-one.

    Sidney Suttles supported this idea  ·