Settings and activity

32 results found

1. Yearly Tax Receipt Template - add fund public name

   6 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Apr 3, 2025

2. Public Name for Internal Grant Funds

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Apr 3, 2025

3. Additional information for Grantees (T3010) Report

   5 votes

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   2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Holly Weaver commented  ·  Mar 25, 2025  ·  Edit…  ·  Delete…

   Also, would be helpful to have if the grant was refunded or cancelled in the year and if the payments on the grants are conditional/owing in subsequent years.

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   Holly Weaver supported this idea  ·  Mar 25, 2025

4. Unwanted Updates to Bank Reconcile

   17 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Feb 26, 2025

5. Include Nick Name and Birth Name Fields in Profile Search Results

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Feb 26, 2025

6. Expand Outlook Integration for reading notes & profile details

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Feb 26, 2025

7. Include attachments from emails when using the new Outlook Integration.

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Feb 26, 2025

8. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Feb 26, 2025

9. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Feb 26, 2025

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

    63 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

11. Portal: Display donor mailing label or recognition name instead of name

    41 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

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

    50 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Feb 26, 2025

13. Link Internal Grants and corresponding Internal Donations in custom report

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Holly Weaver shared this idea  ·  Feb 26, 2025

14. Destination funds for internal grants named on fund statements

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Holly Weaver supported this idea  ·  Feb 26, 2025

15. Create Grant Request - Enhancement Option to Rename the Button

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

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

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

17. Display investment activity and fees by fund on fund advisor portal

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    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

18. Fund Advisor Portal: ability to show asset balances

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

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

    75 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

20. Portal: update breadcrumbs when tab names are changed

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024