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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Derica Reed
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6 votesDerica Reed
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9 votes
Please add the specific object and filters needed.
An error occurred while saving the comment Derica Reed
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55 votesDerica Reed
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10 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Derica Reed
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13 votesDerica Reed
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12 votesDerica Reed
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16 votesUnder Consideration · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Derica Reed
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I agree that a workflow designer would be amazing! This feature exist in many of the CRMs and applications that I have used before. I think this would be especially helpful when creating new profiles. Profile creation is a multistep process for us and this feature would improve our data integrity.
Derica Reed
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20 votesDerica Reed
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12 votesDerica Reed
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12 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Derica Reed
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13 votesDerica Reed
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10 votes
An error occurred while saving the comment Derica Reed
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Agreed or create OData feed links to reports or fix API connectors to fetch report data
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7 votes
Have you looked at the new Donation Pages & Styles? There are content blocks that can be customized for each page. This same idea will be rolled out for the Fund Advisor Portal in Summer, 2024. For more information, please refer to the donation portal help article.
Derica Reed
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8 votesDerica Reed
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14 votesDerica Reed
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11 votesDerica Reed
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78 votesDerica Reed
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129 votesDerica Reed
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71 votesDerica Reed
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Search or Filter by – payment method, payment date, payment amount, or check number, any information in the check module. Also, can we add payment method As of now, we can’t determine wires from ACH because all electronic payments are categorized in csuite as “electronic”.