Settings and activity

11 results found

1. Secondary Assignee Notification/Tracking

   11 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Jill Wright commented  ·  Nov 6, 2025  ·  Edit…  ·  Delete…

   It's very important for the secondary assignee to have notification and/or easy visibility to these assigned opportunities.

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2. Move Add Opportunities to the Engagement tab

   18 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Jill Wright supported this idea  ·  Aug 27, 2025

3. grant minimums by fund group

   19 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jill Wright commented  ·  Feb 10, 2025  ·  Edit…  ·  Delete…

   This would be so helpful as we work to meet our customer's needs - while honoring our internal guidelines.

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   Jill Wright supported this idea  ·  Feb 10, 2025

4. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   46 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jill Wright commented  ·  Jan 24, 2025  ·  Edit…  ·  Delete…

   We need this expanded capability in order to serve the needs of our customers. The current limited options make it difficult to accommodate their valid requests.

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   Jill Wright supported this idea  ·  Jan 24, 2025

5. 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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   Jill Wright supported this idea  ·  Oct 24, 2024

6. add a team member to fund steward

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jill Wright supported this idea  ·  Oct 24, 2024

7. birthday - option to not include year

   116 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jill Wright supported this idea  ·  Oct 10, 2024

8. Donor Portal Logout Page

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jill Wright supported this idea  ·  Oct 4, 2024

9. Bulk Upload Ids for grant records

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jill Wright supported this idea  ·  Oct 4, 2024

10. Syncing a Csuite campaign into an already existing Mailchimp tag

    35 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jill Wright supported this idea  ·  Jun 7, 2024

11. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Jill Wright commented  ·  Oct 22, 2023  ·  Edit…  ·  Delete…

    This would be very helpful for donor engagement purposes.

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    Jill Wright supported this idea  ·  Oct 22, 2023