Settings and activity

63 results found

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

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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

2. Enhancement to Abandoned Cart Email Frequency

   15 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

3. 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

4. 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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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Madeline Bennett supported this idea  ·  Feb 20, 2025

5. mobile app

   38 votes

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   Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

6. 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

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

   62 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

8. 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

9. 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

10. 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

11. Indicate required fields with an asterisk

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

    91 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

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

    261 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    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

14. 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

15. Custom Reports: Opportunity Tasks & Notes

    113 votes

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

16. 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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    An error occurred while saving the comment
    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

17. Household opportunities should show on Individual profiles

    64 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

18. Organization's name in event ticket

    61 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

19. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  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  ·  Apr 9, 2024

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

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024