Settings and activity

53 results found

1. Fund Imports: Giving Hub

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

2. Abandoned Cart Email: Option to select who to send email to

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

3. Ability to edit Profile Fund Link categories versus deleting and relinking

   45 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

4. 1099 - Add Mailing Address to Report

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

5. portal style

   19 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Madeline Bennett supported this idea  ·  Feb 5, 2025

6. 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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   Madeline Bennett supported this idea  ·  Feb 5, 2025

7. Recurring Alerts on Home Menu

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   100 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 5, 2025

8. Multiple Opportunity Beneficiaries

   11 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 5, 2025

9. Opportunity should show on Fund Profile

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 5, 2025

10. Make Opportunity Type Inactive

    29 votes

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

    
    

    Madeline Bennett supported this idea  ·  Feb 5, 2025

11. Indicate required fields with an asterisk

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Feb 5, 2025

12. Batch attach file to grant

    21 votes

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

    
    

    Madeline Bennett supported this idea  ·  Feb 5, 2025

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

    62 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Feb 5, 2025

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

    215 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madeline Bennett commented  ·  Feb 5, 2025  ·  Edit…  ·  Delete…

    This is critical for daily use of CSuite. Please allow us to proxy as seamless as possible.

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    Madeline Bennett supported this idea  ·  Nov 12, 2024

15. New Fund Advisor Portal Grant Request Style

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Jan 2, 2025

16. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Nov 26, 2024

17. Custom Reports: Opportunity Tasks & Notes

    95 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Nov 22, 2024

18. Opportunity Task Workflow

    50 votes

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

    
    

    Madeline Bennett supported this idea  ·  Nov 21, 2024

19. Donor Rollup Report: Date of Last Gift

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Oct 10, 2024

20. fund balance on fund history page

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Madeline Bennett commented  ·  Oct 2, 2024  ·  Edit…  ·  Delete…

    We just recently had a workshop for our nonprofits. They asked if the "export fund balances" excel sheet on the portal could populate the date of the pull as well as the balances. Definitely need this!!

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    Madeline Bennett supported this idea  ·  Oct 2, 2024