Settings and activity

39 results found

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

   53 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

2. 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

3. 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

4. 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

5. 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

6. 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

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

   79 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

8. 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

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

   39 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

10. board portal

    196 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

    
    

    Holly Weaver supported this idea  ·  Dec 6, 2024

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

    192 votes

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    Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

12. Visual Presentations Using Charts (with GL data)

    13 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

13. Enhance Budgeting Tools - Scenarios, Forecasts

    10 votes

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

14. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    28 votes

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

    
    

    Holly Weaver supported this idea  ·  Oct 9, 2024

15. email - integration with Outlook

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Oct 9, 2024

16. Charity Check Data should be updated daily

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    At this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.

    Holly Weaver supported this idea  ·  Sep 24, 2024
    An error occurred while saving the comment
    Holly Weaver commented  ·  Sep 24, 2024  ·  Edit…  ·  Delete…

    The CRA offers daily charity status downloads from its website currently. Perhaps some discussion should be had with Grant Connect about automating a pull from the website?

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    Holly Weaver shared this idea  ·  Sep 11, 2024

17. Unique URLs to Easily Share Reports

    17 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Aug 21, 2024

18. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Holly Weaver supported this idea  ·  Aug 21, 2024

19. Ability to build custom dashboards

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    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Aug 21, 2024