Settings and activity

17 results found

1. Investment activity on Fund Summary dashboard in portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

2. Fund admin fees on Fund Summary in portal

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

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

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

4. Fund Advisor Options - Donations and Grants Emails

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   41 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

5. Sort Feature on Bank Reconciliation

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

6. budget

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

7. budget

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

8. Select Multiple Column Options in Financial Reporting

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

9. Financial Statement exports to PDF using a predefined template

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Community Foundation of North Central WI supported this idea  ·  Jun 30, 2025

10. Use today's technology to post donations from scanned images to eliminate manual data entry.

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Community Foundation of North Central WI shared this idea  ·  Oct 31, 2024

11. Ability to Build Custom Financial Statements in the Reports Section

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Community Foundation of North Central WI supported this idea  ·  May 1, 2024

12. Visual Presentations Using Charts (with GL data)

    18 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Community Foundation of North Central WI supported this idea  ·  May 1, 2024

13. Multifund Invoices

    26 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Community Foundation of North Central WI supported this idea  ·  Apr 22, 2024

14. Pay Email Address for EFT Grant Notifications

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Community Foundation of North Central WI supported this idea  ·  Apr 22, 2024

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

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Community Foundation of North Central WI supported this idea  ·  Apr 22, 2024

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

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Community Foundation of North Central WI supported this idea  ·  Apr 22, 2024

17. board portal

    207 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Community Foundation of North Central WI shared this idea  ·  Aug 11, 2022