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44 results found

  1. Assign Scholarship Letter Templates to Grantee/School Profiles

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    adamsamuels supported this idea  · 

  2. Grant Approver: Easier way to create new approver

    32 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    adamsamuels supported this idea  · 

  3. profiles: display relationship and engagement tab numbers

    68 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    adamsamuels supported this idea  · 

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

    75 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    adamsamuels supported this idea  · 

  5. 1099 - Add Mailing Address to Report

    39 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    adamsamuels supported this idea  · 

  6. Formatting for "Amount" fields in all Content areas

    59 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    adamsamuels supported this idea  · 

  7. Admin Fee Report in Funds

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    adamsamuels supported this idea  · 

  8. Indicate required fields with an asterisk

    73 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    adamsamuels supported this idea  · 

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

    169 votes

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    Proposed Idea  ·  28 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    adamsamuels supported this idea  · 
    An error occurred while saving the comment
    adamsamuels commented  · 

    +1 to these comments. "Login As" in CSuite needs to function identically to "Proxy as" in SLM/GLM with clear indication in the upper corner of the current user and options to end the session without logging the staff user out of CSuite.

  10. Sync grantees change of address in GLM to CSuite as primary/pay/mailing

    9 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    adamsamuels supported this idea  · 

  11. Recognize soft credits on donor profiles

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    adamsamuels supported this idea  · 

  12. Proxy landing page

    26 votes

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    Planned  ·  5 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    adamsamuels supported this idea  · 

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

    28 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    adamsamuels supported this idea  · 

  14. Reports: Freeze the column headers

    48 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  15. Last Donation Date does not reflect accurate last gift date

    110 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    adamsamuels supported this idea  · 

  16. Allow Multiple File Attachments when Creating a Voucher

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    adamsamuels supported this idea  · 

  17. Ticket Purchasing: Multiple Ticket Types option on one screen

    63 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    adamsamuels supported this idea  · 

  18. Shared Question across processes

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    adamsamuels shared this idea  · 

  19. Duplicate/Related profiles identifier

    3 votes

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    0 comments  ·  GrantHub Pro Idea Lab » Profiles  ·  Admin →
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  20. Parent program on Import Template

    2 votes

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    Under Consideration  ·  1 comment  ·  Nonprofit Solutions Idea Lab » Accounting  ·  Admin →
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    adamsamuels commented  · 

    It would be helpful for the Parent Program to be a superseding Service type for the subsidiary services. This would allow it to be reportable by the parent program in a manner that mimics our Statement of Functional Expenses on the 990 vs. the SFE from NPC with a column for each individual service. If a group/summarize by Parent Service was an option similar to Account Type, the standard reports would have additional utility in our reporting needs.

    adamsamuels supported this idea  · 
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