Settings and activity

62 results found

1. Portal: staff approval option for profile edits

   17 votes

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

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

   33 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

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

   30 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Feb 12, 2025

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

   126 votes

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   Proposed Idea  ·  22 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

5. proxy new portal

   1 vote

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Edit…  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Feb 11, 2025

6. The option to edit the label or remove "Login with email" option on Fund Advisor Portal

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   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Feb 5, 2025

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

   2 votes

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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

8. 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

9. assign check template by fund

   2 votes

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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

10. Closed Funds should appear in Red in Relationships tab

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 25, 2024

11. board portal

    188 votes

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    10 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

12. Create ability to attach files to a note

    102 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 25, 2024

13. FA Donation notifications should include tribute information

    72 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 25, 2024

14. Ticket Purchaser & Guests In One Spot

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

15. 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

16. Campaigns Without Tickets for Online Donations

    104 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

17. auto receipt - ability to disable by campaign

    23 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

18. Ticket Purchasing: Multiple Ticket Types option on one screen

    60 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

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

    40 votes

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    Proposed Idea  ·  4 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

    21 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