Settings and activity

15 results found

1. Candid Search in Portal

   12 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Meredyth commented  ·  May 12, 2025  ·  Edit…  ·  Delete…

   We would like to choose our default search results AND if the first results come up empty, a setting in CSuite that allows us to make the donor portal search results switch to the second option (whether that's Foundation results or Candid results) would make all of this much easier for our fundholders as they make grants.

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   Meredyth supported this idea  ·  May 12, 2025

2. Simplify/Merge the Grant Request screens

   94 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

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

   60 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

4. 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

5. 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

6. 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

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

   211 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

8. 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

9. 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

10. 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

11. 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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12. 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

13. 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

14. 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

15. 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