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18 results found

  1. Living Member Donations for an Inactive Household

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Caili Brading supported this idea  · 

  2. Fixed Assets and Depreciation

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Caili Brading supported this idea  · 

  3. Rename one financial report on new print option

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Caili Brading shared this idea  · 

  4. Fund Advisor Tab Options Default

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Caili Brading supported this idea  · 

  5. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Caili Brading supported this idea  · 

  6. Combine credit card fees with the donation amount

    119 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Caili Brading supported this idea  · 

  7. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Caili Brading supported this idea  · 

  8. display future year's spendable amount on fund statement

    35 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Caili Brading supported this idea  · 

  9. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Caili Brading supported this idea  · 

  10. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Caili Brading commented  · 

    This would be huge for us because we are using opportunities for a "new fund" and multiple people here touch these new funds and we have several tasks we have to add to multiple people in a certain order. It is very cumbersome trying to add all those individual tasks each time.

    Caili Brading supported this idea  · 

  11. Sync attachments in csuite and glm

    28 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Caili Brading supported this idea  · 

  12. Add Permission to View ACH Details in Profiles

    40 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Caili Brading supported this idea  · 

  13. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Caili Brading supported this idea  · 

  14. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Caili Brading shared this idea  · 

  15. General Ledger Search- From>To Accounts

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Caili Brading shared this idea  · 

  16. Notification for Approval Requester

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Caili Brading supported this idea  · 

  17. board portal

    202 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Caili Brading supported this idea  · 

  18. Change Fund Group at a Point in Time

    91 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Caili Brading commented  · 

    This would be super helpful. We were told to make a new fund, but we agree with Catherine that when you lose the history you don't want to make a new fund... so for us.... it's just changing the previous audited data from prior years when you pull reports which should not happen. If there could be a date when the fund was changed to a different type that might fix the issue.

    Caili Brading supported this idea  ·