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52 results found

  1. Public Name for Internal Grant Funds

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Tori Hart commented  · 

    This came up again in conversation for us the other day, so wanted to comment to give it traction and visibility. This is still critical for us!

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    Tori Hart commented  · 

    This field would be relevant to both our tax receipt templates as well as our Fund Statement templates.

    Tori Hart shared this idea  · 

  2. Assign existing profile note to an opportunity

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Tori Hart shared this idea  · 

  3. unused check

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Tori Hart supported this idea  · 

  4. Pay email for customer invoices

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Tori Hart supported this idea  · 

  5. Task Reports Not Connected to Opportunity

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tori Hart shared this idea  · 

  6. Report Editing

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tori Hart commented  · 

    Yes, I would love to be able to assign editing rights to other users and similarly would love the ability to be able to pick and choose which users to share reports with rather than the current all or nothing.

    Tori Hart supported this idea  · 

  7. Allow Vouchers to be placed on-hold

    14 votes

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

  8. Use organization domain for email communications

    99 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Tori Hart supported this idea  · 

  9. Duplicate Issue -- Accents

    24 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tori Hart supported this idea  · 

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

    7 votes

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

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

    14 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Tori Hart supported this idea  · 

  12. Add New CSuite Profile Matching Options

    35 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tori Hart supported this idea  · 

  13. USPS Address Validation - Spell out city name

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tori Hart supported this idea  · 

  14. Include Nick Name and Birth Name Fields in Profile Search Results

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tori Hart supported this idea  · 

  15. Allow Profile Edit on a Per Designation Basis

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tori Hart supported this idea  · 

  16. Add Salutation as a Required Field to Checkout

    33 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Tori Hart supported this idea  · 

  17. Create Report that Combines Profiles default report, Profile Log fields and Logs fields

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tori Hart supported this idea  · 

  18. Tax Class as way to globally remove organizations from portal

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Tori Hart shared this idea  · 

  19. Copy Note to an Opportunity

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Tori Hart shared this idea  · 

  20. Accept Combination of $ and , entered in Grant Request Amount on Portal

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tori Hart commented  · 

    It would be great if Foundant just put a dollar sign in front of, or already in the box for the Grant Request amount, so donors didn't feel like they needed to populate this field themselves. In my testing, the field accepts a dollar sign with no comma, as well as a comma without the dollar sign, but it WILL NOT accept a dollar sign and a comma.

    Tori Hart supported this idea  · 
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