Settings and activity

71 results found

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

   87 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jan 15, 2025

2. New Fund Advisor Portal Grant Request Style

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Jan 2, 2025

3. Opportunity bulk import improvement

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Dec 2, 2024

4. default text in content

   21 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

   244 votes

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   Proposed Idea  ·  35 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.

   15 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

   11 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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   26 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

    14 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

    56 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. 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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    S.Ledford supported this idea  ·  Oct 7, 2024

13. fund balance on fund history page

    31 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

14. 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

15. online donations creating new profiles each time

    60 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

16. Gift Adjustments: Requires Unreconciliation

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Dec 1, 2023

17. Scholarship Directory (Similar to Nonprofit Directory)

    75 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Dec 1, 2023

18. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 2, 2023

19. Make the email templates list more readable

    11 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Aug 29, 2023

20. Folders for Communications Templates

    107 votes

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    30 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hey All,

    Would you need multiple levels of folders or would one level be enough?

    
    

    
    

    S.Ledford supported this idea  ·  Aug 29, 2023