Settings and activity

265 results found

1. Dedupe by address and also by "similar" name.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

2. Improve Functionality of Adding Profiles to a Campaign

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   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

3. Field Commentary for Edit/Data Entry Modes

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

4. Add "Primary" Fund Advisor as Reportable Field

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   26 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

5. Add Proxy Information in System Log when Login As is used - Audit Purposes

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

6. Grant Recognition Options

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

7. Hide Inactive Org Role and Profile Link or Reorganize Structure to make easier to read

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   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

8. More Customization Language

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

9. customizable text for tribute fields in Giving Hub

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

10. When completing a recurring task, provide option to add a note

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

11. Revise the CSuite login page

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    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

12. Automatic Emails for Opportunities using Stages as Triggers

    15 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

13. Change Fund History Total Grants to not include unposted grants

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

14. Create Unique Crant Catalog based on Fund Advisor's interest

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

15. Fund Advisor Tab Options Default

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

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

    256 votes

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    Proposed Idea  ·  39 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

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

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    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

18. board portal

    205 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Madison Leighty supported this idea  ·  Aug 8, 2024

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

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Aug 8, 2024

20. Opening a DAF

    11 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty commented  ·  Aug 8, 2024  ·  Edit…  ·  Delete…

    If this is implemented, I'd like to see it include a staff review component so that information entered by donors can be followed up on or corrected before the fund is fully opened for grantmaking and investment. Agree that the process of opening funds and writing fund agreements could be more integrated.

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    Madison Leighty supported this idea  ·  Aug 8, 2024