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124 results found

  1. Add New CSuite Profile Matching Options

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Amy Staufenberg commented  · 

    In Campaigns, when typing a campaign event guest’s name into the Add Profile Campaign Guest field, CSuite searches and gives you a list of all the profiles associated with the name/info you typed in. You can then choose one of those existing profiles, or create a new guest name. We would like the same options to exist when adding a new csuite profile – when you type in a name, it returns results for any profile associated with that name/info and you can choose to use one of those, or create a new profile.

    Amy Staufenberg shared this idea  · 

  2. Unwanted Updates to Bank Reconcile

    44 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  3. Add the Ability to Reserve/Assign Incoming Grants to Staff Members

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Amy Staufenberg shared this idea  · 

  4. GLM/SLM Syncing to CSuite - Add Manual Profile Match Option

    5 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Amy Staufenberg shared this idea  · 

  5. Historic Fund Balance in custom reporting

    3 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Amy Staufenberg supported this idea  · 

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

    44 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Amy Staufenberg supported this idea  · 

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

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  8. Custom Field permission by record type

    33 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  9. payment date

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  10. payment date

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  11. Bulk Edit - Payment schedule date and grant date

    85 votes

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    12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  12. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  13. Custom Field Type - number option

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  14. Ability to edit Profile Fund Link categories versus deleting and relinking

    60 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  15. Add Email address "Other Detail" to a reporting object.

    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  16. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  17. Show Deleted Profiles in the Log

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Amy Staufenberg shared this idea  · 

  18. Profiles Browse screen - indicate inactive

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  19. duplicate screen

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Amy Staufenberg supported this idea  · 

  20. bulk edit nonprofit settings

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Admin →
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    Amy Staufenberg supported this idea  · 
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