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31 results found

  1. Send auto email to FA's with unsubmitted grants in cart

    31 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jenny Praytor supported this idea  · 

  2. New hire training videos that I could assign upon hire

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  3. chat box

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  4. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    12 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jenny Praytor supported this idea  · 

  5. board portal

    188 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  6. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jenny Praytor supported this idea  · 

  7. Combine credit card fees with the donation amount

    115 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jenny Praytor supported this idea  · 

  8. Accidental duplicate donations by donors

    29 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Jenny Praytor supported this idea  · 

  9. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jenny Praytor supported this idea  · 

  10. Recurring donation record with ACH as a Payment option

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Jenny Praytor supported this idea  · 

  11. Link one note to multiple profiles or funds

    43 votes

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    5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jenny Praytor supported this idea  · 

  12. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jenny Praytor supported this idea  · 

  13. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jenny Praytor supported this idea  · 

  14. Change Fund Group at a Point in Time

    88 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Jenny Praytor supported this idea  · 

  15. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jenny Praytor supported this idea  · 

  16. Opportunity Tasks Notes Need to Show Up on the Fund

    34 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jenny Praytor supported this idea  · 

  17. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    105 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jenny Praytor supported this idea  · 

  18. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jenny Praytor supported this idea  · 

  19. Mark a single email address as "do not email".

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jenny Praytor supported this idea  · 

  20. Opportunity Pop Up Notification

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Jenny Praytor supported this idea  · 
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