Settings and activity

58 results found

1. Fund Imports: Giving Hub

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Dec 3, 2024

2. Opportunity bulk import improvement

   36 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Dec 2, 2024

3. Custom Reports: Opportunity Tasks & Notes

   76 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Nov 22, 2024

4. default text in content

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Nov 15, 2024

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

   188 votes

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   Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Nov 15, 2024
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   S.Ledford commented  ·  Nov 15, 2024  ·  Edit…  ·  Delete…

   100% agree with this. Please let us proxy as the user, then stop proxying when done. This works quite well in GLM and it did in CSuite but now it will be a pain in dealing with the customers. Thank you for consideration.

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6. Dedupe by address and also by "similar" name.

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

7. Set Default Payment Type on 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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   S.Ledford supported this idea  ·  Oct 7, 2024

8. New Login Screen - Default to PIN

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

9. Add "Primary" Fund Advisor as Reportable Field

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   24 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

10. Add Proxy Information in System Log when Login As is used - Audit Purposes

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

11. Reports: Freeze the column headers

    49 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

12. Create ability to attach files to a note

    106 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

13. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

14. fund balance on fund history page

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 2, 2024

15. Donation Notes/Purpose in Giving Hub

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Sep 23, 2024

16. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    37 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    S.Ledford supported this idea  ·  Sep 23, 2024

17. online donations creating new profiles each time

    59 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    S.Ledford supported this idea  ·  Aug 6, 2024

18. Change Grantee in Grant Request to internal fund

    58 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 29, 2024

19. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    S.Ledford supported this idea  ·  Jul 29, 2024

20. Grant Letters - Need Ability to Customize Process & Edit Letters

    66 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jul 29, 2024