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58 results found

  1. Reports: Freeze the column headers

    56 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tiffany Caron supported this idea  · 

  2. Recurring Alerts on Home Menu

    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tiffany Caron supported this idea  · 

  3. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tiffany Caron supported this idea  · 

  4. E-Tickets for Events in CSuite

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tiffany Caron supported this idea  · 

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

    251 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tiffany Caron supported this idea  · 

  6. Add File Category column to Portal

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tiffany Caron shared this idea  · 

  7. Make CSuite Grant ID# visible to Applicants, and add to merge field options

    11 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Admin →
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    Tiffany Caron commented  · 

    Currently, when building a form in GLM it allows us to sync certain CSuite fields from the grant. We would like to be able to sync the Fund Name from CSuite to GLM.

    Tiffany Caron supported this idea  · 

  8. Portal: staff approval option for profile edits

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tiffany Caron supported this idea  · 

  9. board portal

    205 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Tiffany Caron supported this idea  · 

  10. Allow Fund Advisors who are Staff Members to update the Contact Preferences

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Tiffany Caron shared this idea  · 

  11. Ability to Bulk Export Evaluations

    9 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Tiffany Caron shared this idea  · 

  12. Batch Create Merge letters from Approval Buckets

    11 votes

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    1 comment  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Tiffany Caron shared this idea  · 

  13. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tiffany Caron supported this idea  · 

  14. Sync attachments in csuite and glm

    29 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Tiffany Caron shared this idea  · 

  15. Mass Upload and Delete Email Attachments

    8 votes

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    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Tiffany Caron shared this idea  · 

  16. Express consent to share donor info with fund holders

    61 votes

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    Under Consideration  ·  21 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Tiffany Caron supported this idea  · 

  17. Grant Refund

    56 votes

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    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Tiffany Caron commented  · 

    In CSuite, when creating a refund it shows the Edit GLM Options. When I update the GLM options to our current syncing process it doesn't actually sync the refund to the original request. The only thing that works for us is Void/Cancel but this doesn't work when a Grantee has cashed a cheque and is issuing one back to us. It would be awesome to have the refunds display similar to the Void/Cancel installment sync in GLM.

    Tiffany Caron supported this idea  · 

  18. Reminder for Multiyear grants

    36 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Tiffany Caron supported this idea  · 
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