Settings and activity

101 results found

1. 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

2. Unwanted Updates to Bank Reconcile

   48 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

3. Portal: ACH Option

   142 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

4. Toggle off closed accounts in bank reconcile

   45 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

5. 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

6. 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

   25 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

7. 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

8. Custom Reports: Opportunity Tasks & Notes

   114 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

9. 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

10. 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

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

    99 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jan 2, 2025

12. 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

13. E-Tickets for Events in CSuite

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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

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

    45 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

15. 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

16. Underwater Report - Rolling Average

    5 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

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

    267 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 18, 2024

18. bank investments integration

    26 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 12, 2024

19. term investment - need 1099 interest report

    2 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 12, 2024

20. Donor Portal Financials - Only Allow Reporting on Closed Periods

    108 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Nov 11, 2024