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81 results found

  1. Custom Report - Event Campaign Guest List

    11 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Alex commented  · 

    In order to aggregate ALL attendees for all our campaigns, by campaign, I would currently have to run 70 different reports instead of being able to use an already saved custom report because it does not pull in "guests" into the dataset despite the guests having profile IDs. Not pulling "guest" into data sets is so inefficient that it makes very simple metrics nearly impossible to produce or track.

    Alex supported this idea  · 

  2. GLM/SLM changes syncing with csuite profiles

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  3. Adding an additional column for Registration beside RSVP and Attended

    9 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Alex supported this idea  · 

  4. Admin Fee Report in Funds

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Alex supported this idea  · 

  5. Favorite Custom Reports

    30 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Alex supported this idea  · 

  6. Outlook Plugin for CommunitySuite

    11 votes

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

  7. Allow Organization roles to be added from any profile/profile type

    10 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Alex supported this idea  · 

  8. Allow bulk updates via data imports (csv with unique IDs)

    12 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Alex supported this idea  · 

  9. Batch Donation Notify and Grant Notify Emails

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Alex supported this idea  · 

  10. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Alex supported this idea  · 

  11. Fund Advisor Bulk Edits

    29 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Alex supported this idea  · 

  12. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Alex supported this idea  · 

  13. Multifund Invoices

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Alex supported this idea  · 

  14. fund balance on fund history page

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Alex supported this idea  · 

  15. Send or print grant letters in bulk, not just by check batch

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Alex supported this idea  · 

  16. Multiple Email Options for Communications

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Alex supported this idea  · 

  17. FA Donation notifications should include tribute information

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Alex supported this idea  · 

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

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Alex supported this idea  · 

  19. Secure option to obtain ACH information

    141 votes

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    Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Alex commented  · 

    With all the buzz lately about creating portals for audiences - it would be great if there is a Vendor portal that allows vendors to enter their info directly into csuite and attach the verification docs required

    Alex supported this idea  · 

  20. Display default payment type when entering grant

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Alex supported this idea  · 
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