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Settings and activity

62 results found

  1. Enhancement to Abandoned Cart Email Frequency

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  2. Send auto email to FA's with unsubmitted grants in cart

    31 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  3. Abandoned Cart Email: Option to select who to send email to

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    S.Ledford supported this idea  · 

  4. Attached files sorted most recent at the top (or options to select sort).

    40 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  5. Select Share Document [Yes/No] when uploading a file

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  6. Batch attach file to grant

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    S.Ledford supported this idea  · 

  7. bulk upload

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  8. Files - Report when there is NOT a file attached (NULL)

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  9. Assigning task to yourself & Outlook event

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  10. Birthday/Anniversay alerts

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You could create a report with a relative date filter that is sent to your email. That might help with this request!

    S.Ledford supported this idea  · 

  11. File Category Sort Order

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  12. Capacity to tag additional profiles in notes

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  13. Foundant for Outlook add-in: add date to note

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 

  14. Indicate fund balance has been reduced by pending grants on the fund

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    S.Ledford supported this idea  · 

  15. Distribution start date

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    S.Ledford supported this idea  · 

  16. Fix Mobile View for Portal

    36 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    S.Ledford supported this idea  · 

  17. Multifund Donation - Multiple Donation Types

    15 votes

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    2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    S.Ledford supported this idea  · 

  18. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    105 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    S.Ledford commented  · 

    Is this idea still being considered? It is still vital and looks like it was under consideration in 2022, but no further action has been taken. At this point, we have to manually email the fund advisor to let them know of the donation. Thank you for considering!

    S.Ledford supported this idea  · 

  19. Batch Donation Notify and Grant Notify Emails

    28 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  20. Expand capability of "add note to CSuite" Outlook integration

    38 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    S.Ledford supported this idea  · 
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