Settings and activity

27 results found

1. Student Name Display on Scholarship Record

   18 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

2. Grant Notify for Internal Grants

   25 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

3. Duplicate Issue -- Accents

   20 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

4. Toggle off closed accounts in bank reconcile

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

5. Portal: Display donor mailing label or recognition name instead of name

   62 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

6. Unwanted Updates to Bank Reconcile

   45 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

7. Use organization domain for email communications

   46 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

8. Indicate required fields with an asterisk

   105 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

9. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Jul 31, 2025

10. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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    63 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Jul 31, 2025

11. Donor Portal Financials - Only Allow Reporting on Closed Periods

    104 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Jul 31, 2025

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

    88 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Jul 31, 2025

13. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Jul 31, 2025

14. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    82 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Jul 31, 2025

15. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lance Eskelund commented  ·  Dec 17, 2024  ·  Edit…  ·  Delete…

    Finance and Investment Committee members have often asked for detailed explanations of how Revenue Share is calculated. Adding these columns to the export will help to improve confidence in CSuite's method of calculation.

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    Lance Eskelund supported this idea  ·  Dec 17, 2024

16. Formatting for "Amount" fields in all Content areas

    88 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lance Eskelund commented  ·  Dec 17, 2024  ·  Edit…  ·  Delete…

    Consistency is extremely important with all stakeholders!

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    Lance Eskelund supported this idea  ·  Dec 17, 2024

17. birthday - option to not include year

    116 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Apr 25, 2024

18. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Apr 25, 2024

19. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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

    
    

    Lance Eskelund supported this idea  ·  Oct 5, 2022

20. Color code outward facing fields

    61 votes

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

    
    

    Lance Eskelund supported this idea  ·  Oct 5, 2022