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14 results found

  1. Relative Dates for Reports

    4 votes

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    3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  2. Allow "Self Service" password resets in the Sandbox or add warning that password resets don't work in Sandbox

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Mitchell Hollberg commented  · 

    Our organization rarely re-syncs the live site to the sandbox, both to allow time to test proposed configuration updates and to maintain/track progress with the Foundant Course tutorials.

    Mitchell Hollberg shared this idea  · 

  3. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  4. User Sign In: Always include "Forgot Password" link on login page

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Mitchell Hollberg supported this idea  · 
    Mitchell Hollberg shared this idea  · 

  5. Social Media in Profiles

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mitchell Hollberg commented  · 

    Totally agree with the need to associate multiple websites with a given profile. We're migrating from Raiser's Edge to CSuite and have hundreds of records with multiple websites (Linked in, Twitter, Facebook).

    It's 2024 - the "website" (Online presence) section of the profile record needs to be built out just like the physical addresses, where we can specify our our "type" of website, the website URL, and indicate "primary", "Inactive", etc.

    Mitchell Hollberg supported this idea  · 

  6. New User records should default to "Individual" profile types rather than "Organization" profile types

    3 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mitchell Hollberg shared this idea  · 

  7. View Grantee Address While Creating the Grant

    24 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  8. Donor/Fund Advisor Portal: Grantee Search

    15 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  9. Secure option to obtain ACH information

    142 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  10. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    132 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  11. Filter by custom field

    11 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  12. API for CSUITE that works with PowerBI

    10 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  13. Allow editing a custom report name, description or sharing without having to save as a different report

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mitchell Hollberg supported this idea  · 

  14. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mitchell Hollberg supported this idea  ·