Settings and activity

166 results found

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

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jan 15, 2025

2. Add "Grant Request Advisor Name" field to Grant and Grant Status custom reports

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Jan 3, 2025

3. Giving Hub Campaign - Add Location to Top of Event Under Start Time

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Dec 16, 2024

4. Reposition Ticket Header for Individual Ticket on Giving Hub

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Nov 20, 2024

5. Campaign Ticket Guests

   6 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Nov 20, 2024

6. Profile Permissions: Separate "Manage Login Info" from "Login As"

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Nov 12, 2024

7. Security Issue: Inactivating a User

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Nov 12, 2024

8. Fund Design - Permission for adding fund images and description(s)

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Nov 12, 2024

9. login info tab: move to right of notes tab

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   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Nov 12, 2024  ·  Edit…  ·  Delete…

   Would like to add that Login Info is not the most important thing most of our staff are needing to know about a profile. It should not fall so high in priority tab order.

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   Michelle Schneider supported this idea  ·  Nov 12, 2024

10. Create Report that Combines Profiles default report, Profile Log fields and Logs fields

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Nov 7, 2024

11. customizable text for tribute fields in Giving Hub

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Nov 7, 2024

12. Develop Login Report that also shows Profiles logging in with PIN

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Nov 7, 2024

13. portal style

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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.

    
    

    Michelle Schneider supported this idea  ·  Nov 1, 2024

14. Portal: Include advised donations in "My Donations" tab

    17 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Nov 1, 2024

15. Customize Fund Advisor portal

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Note: Files can be uploaded and submitted with a grant request through the portal.

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    Michelle Schneider commented  ·  Oct 17, 2024  ·  Edit…  ·  Delete…

    I'm voting for the second of these choices - we need the ability to better manage what is required for grant requests. If not additional questions, we need a content area above the grant description where we can explain more about what is needed.

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    Michelle Schneider supported this idea  ·  Oct 17, 2024

16. Option to display image on fund in giving hub

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    In Portal Options>Giving Hub Settings> select edit. There is an option to display fund image. If an image is on a fund record it will display. I assume this request is for the Portal?

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    Michelle Schneider commented  ·  Oct 17, 2024  ·  Edit…  ·  Delete…

    This came up during a 10/17 CSuite Group Training on the Portal. Ideally, we would like to have a choice in what icon / image (or just name) is displayed on the funds listed when a fund advisor logs into the portal.

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    Michelle Schneider supported this idea  ·  Oct 17, 2024

17. Household Donations on Donor Portal

    42 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 17, 2024

18. scheduled reports

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 8, 2024

19. Opportunity Task Workflow

    42 votes

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

    
    

    Michelle Schneider supported this idea  ·  Oct 4, 2024

20. Fund Advisor: Make Password visible

    54 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024