Settings and activity

68 results found

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

   2 votes

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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

2. 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

3. Enhancement to Abandoned Cart Email Frequency

   14 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

4. Docusign Integration

   145 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

5. 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

6. mobile app

   37 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

7. 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

8. 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

9. 1099 - Add Mailing Address to Report

   54 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

10. 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

11. 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

12. 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

13. Indicate required fields with an asterisk

    107 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

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

    89 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

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

    249 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

16. 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

17. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Nov 26, 2024

18. Custom Reports: Opportunity Tasks & Notes

    111 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

19. 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

20. fund balance on fund history page

    31 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