Settings and activity

58 results found

1. Is it Nickname (Profile field label) or Nick Name (Reporting field label)?

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 20, 2025

2. Include the new nickname field on org profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 20, 2025

3. Custom Grant Fields available in portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 13, 2025

4. Reports: Change Label field to Mailing Label

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

5. Filtering should include nulls/blanks unless the filter is to exclude it

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

6. Select users to share custom reports with instead of sharing with everyone

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

7. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Feb 12, 2025

8. Donor Portal Financials - Only Allow Reporting on Closed Periods

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Feb 12, 2025

9. Pop-up Communications for Fund Advisors that show in the Portal

   42 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Feb 12, 2025

10. Login As --Removes user's existing login

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell commented  ·  Feb 12, 2025  ·  Edit…  ·  Delete…

    This is a nightmare for our staff trying to help fund advisors and donors. Please go back to how it was in the old portal.

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    Julie Dowell supported this idea  ·  Feb 12, 2025

11. proxy new portal

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Feb 11, 2025

12. Set both a default email tax receipt and print tax receipt templates by fund

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Oct 10, 2024

13. Navigation - Add Save option to left side menu

    51 votes

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

    
    

    Julie Dowell supported this idea  ·  Oct 3, 2024

14. assign check template by fund

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Oct 3, 2024

15. board portal

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Apr 25, 2024

16. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 25, 2024

17. Custom Additional Fields for Tickets in Event Campaigns

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

18. auto receipt - ability to disable by campaign

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024

19. Add to Calendar on Emailed Event Receipt and/or Event page

    50 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

20. Automated Workflows for Donor Stewardship

    23 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie Dowell commented  ·  Apr 16, 2024  ·  Edit…  ·  Delete…

    Workflow design is a must for a CRM. If we can't have integrated workflows, then lots of critical data is living outside of our Csuite database and we hope and pray that users add the information to Csuite. That is not best practice.

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    Julie Dowell supported this idea  ·  Apr 16, 2024