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57 results found

  1. Opportunity Task Workflow

    44 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Madeline Bennett supported this idea  · 

  2. Donor Rollup Report: Date of Last Gift

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Madeline Bennett supported this idea  · 

  3. fund balance on fund history page

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Madeline Bennett commented  · 

    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!!

    Madeline Bennett supported this idea  · 

  4. Task Email Reminder to include task description

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Madeline Bennett supported this idea  · 

  5. Household opportunities should show on Individual profiles

    60 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Madeline Bennett supported this idea  · 

  6. GLM/SLM changes syncing with csuite profiles

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Madeline Bennett supported this idea  · 

  7. One Log In Across Foundant Platforms

    223 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Madeline Bennett supported this idea  · 

  8. Favorite Custom Reports

    49 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Madeline Bennett supported this idea  · 

  9. Organization's name in event ticket

    54 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Madeline Bennett supported this idea  · 

  10. Campaigns Without Tickets for Online Donations

    109 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Madeline Bennett supported this idea  · 

  11. online donations creating new profiles each time

    59 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Madeline Bennett supported this idea  · 

  12. Fund Advisor Bulk Edits

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Madeline Bennett supported this idea  · 

  13. Last Donation Date does not reflect accurate last gift date

    110 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Madeline Bennett supported this idea  · 

  14. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Madeline Bennett supported this idea  · 

  15. birthday - option to not include year

    109 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Madeline Bennett supported this idea  · 

  16. Fund statements: Need school name in Grantee section

    149 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Madeline Bennett supported this idea  · 

  17. board portal

    195 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Madeline Bennett supported this idea  · 
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