Settings and activity

11 results found

1. Donor Portal should display only posted donations

   3 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jamee shared this idea  ·  May 7, 2025

2. Hide new grants from fund advisor portal that are not requested through the portal

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jamee supported this idea  ·  May 7, 2025

3. Donor Portal suggestion to increase visibility of Create Grant Request

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jamee supported this idea  ·  May 7, 2025

4. Expand capability of "add note to CSuite" Outlook integration

   59 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jamee commented  ·  May 6, 2025  ·  Edit…  ·  Delete…

   Adding the option to add a task to an opportunity right from the Outlook integration would MAJORLY simplify our moves management and save lots of staff time. The outlook integration as it is now is so easy to use and quick, but it doesn't do what we really need it to - which is aid in our opportunities management.

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   Jamee supported this idea  ·  May 6, 2025

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

   89 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jamee commented  ·  May 6, 2025  ·  Edit…  ·  Delete…

   Totally agree!

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   Jamee supported this idea  ·  May 6, 2025

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

   207 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jamee supported this idea  ·  May 6, 2025

7. Custom Reports: Opportunity Tasks & Notes

   88 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jamee supported this idea  ·  May 6, 2025

8. export task notes

   14 votes

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

   
   

   Jamee supported this idea  ·  May 4, 2023

9. grant type guidestar

   48 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jamee supported this idea  ·  Apr 27, 2023

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

    49 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jamee supported this idea  ·  Mar 9, 2023

11. Edit Profile Payments

    21 votes

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

    
    

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    Jamee commented  ·  Feb 23, 2023  ·  Edit…  ·  Delete…

    Agree - this would be hugely helpful!

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    Jamee supported this idea  ·  Feb 23, 2023