Settings and activity

105 results found

1. Reclass transactions and 1099 Reporting

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

2. 1099 - Add Mailing Address to Report

   57 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

3. 1099 Indicator box bulk update

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

4. vendor custom field

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

5. 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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   Paul Tomkins supported this idea  ·  Mar 3, 2025

6. Unwanted Updates to Bank Reconcile

   56 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

7. Portal: ACH Option

   149 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

8. Toggle off closed accounts in bank reconcile

   49 votes

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

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

   5 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

10. 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

    26 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

11. 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

12. Custom Reports: Opportunity Tasks & Notes

    122 votes

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

13. 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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    Paul Tomkins supported this idea  ·  Jan 23, 2025

14. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    48 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

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

    99 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 2, 2025

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

    15 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

17. E-Tickets for Events in CSuite

    16 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

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

    46 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Dec 18, 2024

19. Donor Portal App

    12 votes

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

20. Underwater Report - Rolling Average

    6 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