Settings and activity

14 results found

1. Simplify/Merge the Grant Request screens

   92 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Meredyth supported this idea  ·  Feb 19, 2025

2. 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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   Meredyth supported this idea  ·  Feb 19, 2025

3. grant minimums by fund group

   18 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Meredyth supported this idea  ·  Feb 10, 2025

4. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   44 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Meredyth supported this idea  ·  Jan 24, 2025

5. Log for Online Grant Requests Before Creating the Grant

   37 votes

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   Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Meredyth supported this idea  ·  Jan 22, 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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   Meredyth supported this idea  ·  Nov 14, 2024

7. Donor Portal Logout Page

   28 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Meredyth supported this idea  ·  Oct 4, 2024

8. Bulk Upload Ids for grant records

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Meredyth supported this idea  ·  Oct 4, 2024

9. Syncing a Csuite campaign into an already existing Mailchimp tag

   29 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Meredyth supported this idea  ·  Jun 7, 2024

10. Custom Field permission by record type

    29 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Meredyth supported this idea  ·  Jan 31, 2024
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    Meredyth commented  ·  Jan 31, 2024  ·  Edit…  ·  Delete…

    This would be so helpful!

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11. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Meredyth supported this idea  ·  Oct 18, 2023

12. Sandbox Permissions

    26 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Meredyth supported this idea  ·  Jul 11, 2023

13. Add campaign categories as a filter and field in custom reports

    25 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

    
    

    Meredyth supported this idea  ·  May 9, 2023

14. inactive users - remove from assign to task list

    27 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

    
    

    Meredyth supported this idea  ·  Apr 11, 2023