Settings and activity

20 results found

1. Edit a Pledge

   20 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

2. Allow formatting of post-checkout page elements: Giving Hub

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   17 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

3. Tribute

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   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

4. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   25 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

5. Add a footer to the online donation page in Giving Hub.

   12 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

6. Option to rename "login" button for Portal

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   33 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

7. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   23 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

8. Opportunity bulk import improvement

   41 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

9. Indicate required fields with an asterisk

   91 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  Mar 3, 2025

10. Expand capability of "add note to CSuite" Outlook integration

    67 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  Mar 3, 2025

11. Simplify/Merge the Grant Request screens

    98 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  Mar 3, 2025

12. Formatting for "Amount" fields in all Content areas

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  Mar 3, 2025

13. Login As --Removes user's existing login

    222 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  Mar 3, 2025

14. Tribute bucket shows number of tributes needing to be sent in parentheses

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    32 votes

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

    
    

    Cathie Wier supported this idea  ·  Feb 1, 2024

15. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    29 votes

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

    
    

    Cathie Wier supported this idea  ·  Oct 6, 2023

16. Docusign Integration

    142 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  Dec 13, 2022

17. Cumulative donation field option for custom reporting

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  Jan 3, 2022

18. export task notes

    14 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  May 27, 2021

19. Make Opportunity Type Inactive

    29 votes

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

    
    

    Cathie Wier supported this idea  ·  May 26, 2021

20. Custom Reports: Opportunity Tasks & Notes

    97 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Cathie Wier supported this idea  ·  May 26, 2021
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    Cathie Wier commented  ·  May 26, 2021  ·  Edit…  ·  Delete…

    Yes!! We are pushing the use of opportunities and opportunity tasks right now. One report instead of three + Excel look-up tables would be much appreciated.

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