Settings and activity

213 results found

1. Profile Type Export Buttons

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

2. Grant Approvals in Csuite - Skip a Grant

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

3. Option to make Grant Type and Service Area required when creating grants

   2 votes

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

   The grant type and service area will auto populate from the profile to the grant.  That is a possible solution with this request.  You have the option to edit both fields when creating the grant.

   Michelle Schneider supported this idea  ·  Jun 14, 2024

4. Bulk Delete Profiles from Campaign

   35 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

5. allow inactive and activate of profile from left menu

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

6. Profiles: required fields - visually display which fields

   38 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

7. Favorite Custom Reports

   45 votes

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

   
   

   Michelle Schneider supported this idea  ·  Jun 14, 2024

8. Show Steward Active/Inactive Status in System Configuration Steward List

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

9. Permission to Delete Others' Shared Reports

   32 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

10. Vendor ID in Custom Reports

    5 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  ·  Jun 14, 2024

11. Syncing a Csuite campaign into an already existing Mailchimp tag

    25 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

12. Add Email address "Other Detail" to a reporting object.

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    10 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  May 7, 2024

13. Add Changes Made on "Edit Pay Schedule" to the Grant Log

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    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider shared this idea  ·  May 6, 2024

14. Export Outstanding Contributors List in Campaigns

    4 votes

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

15. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    33 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  Apr 12, 2024

16. specify expense account when importing grants

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  Apr 12, 2024

17. Campaign: Ticket date

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  Apr 12, 2024

18. Edit Guest Fields on Tickets in Campaigns

    8 votes

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

19. fund balance on fund history page

    28 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Apr 12, 2024

20. nonprofit directory

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    4 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  ·  Apr 12, 2024