Settings and activity

100 results found

1. Allow bulk updates via data imports (csv with unique IDs)

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jul 2, 2024

2. If Then logic custom reports

   22 votes

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   1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Amy Staufenberg supported this idea  ·  Jul 2, 2024

3. Allow editing a custom report name, description or sharing without having to save as a different report

   28 votes

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   1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Amy Staufenberg supported this idea  ·  Jul 2, 2024

4. Ability to build custom dashboards

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   52 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jul 2, 2024

5. Favorite Custom Reports

   49 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Amy Staufenberg supported this idea  ·  Jul 2, 2024

6. Reports: Freeze the column headers

   56 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jul 2, 2024

7. Option for household changes to populate individual profiles linked to household

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jul 2, 2024

8. profile search

   29 votes

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

   
   

   Amy Staufenberg supported this idea  ·  Jul 2, 2024

9. Blank Tabs grayed out or different color

   21 votes

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

   
   

   Amy Staufenberg supported this idea  ·  Jul 2, 2024

10. Duplicate Profiles

    19 votes

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

    
    

    Amy Staufenberg supported this idea  ·  Jul 2, 2024

11. Merge suggestion should automatically be removed when an individual is added to household

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jul 2, 2024

12. Profile changes (ex: name, address) should not update historical information.

    56 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Amy Staufenberg supported this idea  ·  Jul 2, 2024

13. Flag Duplicate Addresses

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jul 2, 2024

14. GLM/SLM changes syncing with csuite profiles

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jul 2, 2024

15. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Amy Staufenberg supported this idea  ·  Jul 2, 2024

16. 'Archive' button in GLM reports?

    52 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jul 2, 2024

17. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jun 17, 2024

18. Show Steward Active/Inactive Status in System Configuration Steward List

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg shared this idea  ·  May 2, 2024

19. Change "no-reply@fcsuite.com" to Default Email Reply To

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Apr 4, 2024

20. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Mar 13, 2024