Settings and activity

85 results found

1. Portal: ACH Option

   78 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Paul Tomkins supported this idea  ·  Mar 3, 2025

2. Toggle off closed accounts in bank reconcile

   37 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

3. Distribution start date

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Feb 12, 2025

4. Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Feb 12, 2025

5. Simplify/Merge the Grant Request screens

   97 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Feb 12, 2025

6. Donor Portal Logout Page

   28 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Feb 6, 2025

7. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   23 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Feb 6, 2025

8. Donor Portal suggestion to increase visibility of Create Grant Request

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 29, 2025

9. Custom Reports: Opportunity Tasks & Notes

   97 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jan 27, 2025

10. Abandoned Cart Email: Option to select who to send email to

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 23, 2025

11. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    46 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 13, 2025

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

    66 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 2, 2025

13. Foundant for Outlook add-in: add date to note

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 2, 2025

14. Add to Calendar on Emailed Event Receipt and/or Event page

    50 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 2, 2025

15. E-Tickets for Events in CSuite

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 19, 2024

16. Pop-up Communications for Fund Advisors that show in the Portal

    42 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 18, 2024

17. Donor Portal App

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 11, 2024

18. Underwater Report - Rolling Average

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Paul Tomkins shared this idea  ·  Dec 5, 2024

19. New Fund Advisor Portal Grant Request Style

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 4, 2024

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

    219 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 18, 2024