Settings and activity

35 results found

1. Login As --Removes user's existing login

   46 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jenny Molyneaux supported this idea  ·  Sep 25, 2024

2. Payment Contact Name

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jenny Molyneaux shared this idea  ·  Sep 16, 2024

3. Matching Gift Donations

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jenny Molyneaux shared this idea  ·  Sep 11, 2024

4. Profile Types & Permissions

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jenny Molyneaux commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

   Profile Types & Permissions
   I'd like to bring back the idea of adding new permissions for Creating and Editing profile types/profile fund categories, Address Types, Email Types and Genders. Also, adding Delete and Archive permissions applied to all the types.

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   Jenny Molyneaux supported this idea  ·  Aug 28, 2024

5. Separate Unlink Fund Profile from Delete Profile Permission

   15 votes

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

   
   

   Jenny Molyneaux supported this idea  ·  Aug 28, 2024

6. Last Donation Date does not reflect accurate last gift date

   102 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jenny Molyneaux supported this idea  ·  Aug 6, 2024

7. Move Grants tab from Donor profile to Fund Advisor profile

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jenny Molyneaux shared this idea  ·  Jul 25, 2024

8. Favorites

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jenny Molyneaux shared this idea  ·  Jul 11, 2024

9. Vendor ID in Custom Reports

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jenny Molyneaux shared this idea  ·  Jun 5, 2024

10. ID # search

    40 votes

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

    
    

    Jenny Molyneaux supported this idea  ·  Jun 5, 2024

11. batch emails

    15 votes

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    3 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Jenny Molyneaux supported this idea  ·  May 2, 2024

12. note type different than task type

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    We do have many clients that label the types with N-... or T-... to more easily find task types versus note types.

    Jenny Molyneaux shared this idea  ·  Apr 15, 2024

13. GLM/SLM changes syncing with csuite profiles

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jenny Molyneaux shared this idea  ·  Apr 1, 2024

14. Wealth search third party software to integrate with CSuite

    17 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jenny Molyneaux supported this idea  ·  Apr 1, 2024

15. email history - Fund Advisor grant request

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jenny Molyneaux shared this idea  ·  Mar 21, 2024

16. upload IDs with Donor ID

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jenny Molyneaux shared this idea  ·  Mar 20, 2024

17. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    14 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jenny Molyneaux supported this idea  ·  Mar 20, 2024

18. Log for Online Grant Requests Before Creating the Grant

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jenny Molyneaux supported this idea  ·  Mar 20, 2024

19. Donation Portal: Event Tickets option to cover the fees

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Jenny Molyneaux shared this idea  ·  Mar 20, 2024

20. Your Tickets tab Styles donation portal

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Jenny Molyneaux shared this idea  ·  Mar 20, 2024