Settings and activity

125 results found

1. 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  ·  Delete…  ·  Admin →
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   Amy Staufenberg shared this idea  ·  Sep 11, 2025

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

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Amy Staufenberg shared this idea  ·  Sep 3, 2025

3. Add New CSuite Profile Matching Options

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg shared this idea  ·  Sep 3, 2025

4. Historic Fund Balance in custom reporting

   3 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Aug 15, 2025

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

   42 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Aug 15, 2025

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

   83 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Aug 15, 2025

7. Custom Field permission by record type

   33 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Amy Staufenberg supported this idea  ·  Aug 15, 2025

8. payment date

   31 votes

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   4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Amy Staufenberg supported this idea  ·  Aug 15, 2025

9. Add Bulk "Edit Payment Date" Functionality to Grants Area Menu

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   46 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Aug 15, 2025

10. payment date

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

11. Bulk Edit - Payment schedule date and grant date

    46 votes

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    7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Amy Staufenberg supported this idea  ·  Aug 15, 2025

12. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Amy Staufenberg supported this idea  ·  Aug 15, 2025

13. Custom Field Type - number option

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

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

    59 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

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

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    41 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

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

    33 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

17. Show Deleted Profiles in the Log

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Amy Staufenberg shared this idea  ·  Aug 11, 2025

18. Profiles Browse screen - indicate inactive

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 8, 2025

19. duplicate screen

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 8, 2025

20. bulk edit nonprofit settings

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 8, 2025