Settings and activity

77 results found

1. Add Profile type - Trustee and DAF

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 21, 2025

2. Donations- Inactive Profiles not listed, causing duplicate profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 21, 2025

3. New Portal FUND SUMMARY Recent Grants - 20 displayed only

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   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 21, 2025

4. Enhancement to Abandoned Cart Email Frequency

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 21, 2025

5. Docusign Integration

   143 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

6. SLM: Adding Upload Responses to Quick Grid Views

   9 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

7. mobile app

   25 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

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

   21 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

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

   60 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

10. 1099 - Add Mailing Address to Report

    50 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

11. 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

12. profiles: display relationship and engagement tab numbers

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    69 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

13. Recurring Alerts on Home Menu

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    103 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

14. Opportunity should show on Fund Profile

    24 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

15. Make Opportunity Type Inactive

    28 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

16. Indicate required fields with an asterisk

    103 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

17. 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

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

    84 votes

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

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

    238 votes

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    Proposed Idea  ·  35 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

20. New Fund Advisor Portal Grant Request Style

    15 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