Settings and activity

83 results found

1. Grant Catalog in Left Menu of new Portal

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Collins supported this idea  ·  Nov 6, 2024

2. Option to Sort Custom Reports by Date Last Run

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Collins supported this idea  ·  Nov 6, 2024

3. Make a Custom Report shareable as the default

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Collins supported this idea  ·  Nov 6, 2024

4. E-Tickets for Events in CSuite

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Collins supported this idea  ·  Nov 6, 2024

5. Add a Documents/Resources tab to the new Donor Portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Collins shared this idea  ·  Aug 27, 2024

6. Restructure Portal Left Hand Menu Options

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Collins supported this idea  ·  Aug 27, 2024

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

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Collins supported this idea  ·  Aug 27, 2024

8. Board Portal Option

   28 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Collins supported this idea  ·  Aug 27, 2024

9. Note block view and sizing s/b across full screen.

   18 votes

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   2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michelle Collins supported this idea  ·  May 7, 2024

10. Task ID Hyperlink for Custom Reports

    14 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  May 7, 2024

11. Capacity to tag additional profiles in notes

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  May 7, 2024

12. text communication to student applicants

    25 votes

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

    
    

    Michelle Collins supported this idea  ·  May 7, 2024

13. Permission to Delete Others' Shared Reports

    32 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  May 7, 2024

14. Data Visualization/Customizable Dashboards

    30 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  May 7, 2024

15. Donation Portal: Filter/Search Funds

    18 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  May 7, 2024

16. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  Apr 10, 2024

17. Don't notify advisor any grant adjustments

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  Apr 10, 2024

18. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  Apr 10, 2024

19. birthday - option to not include year

    90 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Collins supported this idea  ·  Apr 10, 2024

20. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    17 votes

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

    
    

    Michelle Collins supported this idea  ·  Mar 8, 2024