Settings and activity

190 results found

1. GLM Grant Status in CSuite

   3 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  ·  Oct 4, 2024

2. recurring invoice

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

3. New Login Screen - Default to PIN

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

4. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

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

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Sep 3, 2024

6. For Profiles that are flagged Do not Mail

   11 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

7. 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

8. 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

9. Opening a DAF

   8 votes

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   Proposed Idea  ·  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

10. Allow Multiple File Attachments when Creating a Voucher

    48 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

11. profiles: display relationship and engagement tab numbers

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    70 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

12. Recurring Alerts on Home Menu

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    104 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

13. fund advisor portal grant notification-advisor specific

    41 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

14. 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

15. Ability to build custom dashboards

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    52 votes

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

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

    25 votes

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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

17. 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

18. Unique URLs to Easily Share Reports

    22 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

19. Indicate required fields with an asterisk

    100 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

20. Favorite Custom Reports

    49 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