Settings and activity

182 results found

1. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Michelle Schneider supported this idea  ·  Sep 3, 2024

2. For Profiles that are flagged Do not Mail

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 31, 2024

3. Add Tribute option for Grant Requests

   4 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  ·  Jul 31, 2024

4. Close a Functional Expense

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 31, 2024

5. Opening a DAF

   9 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Jul 31, 2024  ·  Edit…  ·  Delete…

   Sounds like it might be complicated, but I love the idea

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   Michelle Schneider supported this idea  ·  Jul 31, 2024

6. Allow Multiple File Attachments when Creating a Voucher

   49 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 31, 2024

7. profiles: display relationship and engagement tab numbers

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   69 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 31, 2024

8. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 31, 2024

9. fund advisor portal grant notification-advisor specific

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Jun 14, 2024  ·  Edit…  ·  Delete…

   A family office would like a notification be sent to the primary advisor on the fund when a grant request is submitted. They do not need the primary advisor to approve the grant. The email would simply be a notification that it was done.

   Is there a way to send the advisor request confirmation email to both the fund advisor who submitted the grant request AND the primary advisor if different?

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   Michelle Schneider supported this idea  ·  Jul 13, 2022

10. Fund Created Field - not a date stamp

    16 votes

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

11. Grant description field should be larger so it can be viewed without scrolling

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

12. Add "Are you sure you want to copy?" to all copy buttons

    12 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

13. Unique URLs to Easily Share Reports

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

14. Indicate required fields with an asterisk

    103 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

15. Favorite Custom Reports

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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

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

    16 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

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

    33 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

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

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    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  May 7, 2024

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

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Michelle Schneider supported this idea  ·  Apr 12, 2024

20. fund balance on fund history page

    31 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