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137 results found

  1. fund balance on fund history page

    28 votes

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

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

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Alex supported this idea  · 

  3. Multiple Email Options for Communications

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  4. FA Donation notifications should include tribute information

    72 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Alex supported this idea  · 

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

    105 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Alex supported this idea  · 

  6. Secure option to obtain ACH information

    192 votes

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    Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  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  · 

  7. Display default payment type when entering grant

    15 votes

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

  8. board portal

    188 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Alex supported this idea  · 

  9. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Alex supported this idea  · 

  10. Create ability to attach files to a note

    102 votes

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

  11. birthday - option to not include year

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Alex supported this idea  · 

  12. Customize Resend Guest Link Email

    11 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Alex commented  · 

    Create a content area that will allow user to customize/format the the email sent to registrants when clicking on "Resend Guest Link" so that they can add and/or edit their registration details. The current text and format looks like a phishing/spam/security breach attempt. Because of this we have to do a heavy load of manual work to update and collect necessary information for events because we are not able to just add context language and signature block to the auto email that is trigered by this function.

    If you can not create a content area would you at least make the unique url visible so that we can copy and plug it into our own email template. This would not be the most effective aproach but at least we would be able to have members update their info in the system

    P.S. I know there are other posts here that ask for this and they are marked as implemented but they are NOT implemented in the system.

    Alex supported this idea  · 

  13. Ticket Purchaser & Guests In One Spot

    25 votes

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

  14. Ticketed Events

    25 votes

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

  15. Event Ticket Receipt - Guest Information Fields

    23 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Alex supported this idea  · 

  16. Tickets without Guest Information

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Alex supported this idea  · 

  17. Be able to update RSVPs in bulk

    26 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Alex supported this idea  · 

  18. Add campaign categories as a filter and field in custom reports

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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  19. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    15 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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  20. Bring back the option for archived campaign to show on a profile!

    17 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

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    Alex commented  · 

    You can run a list to see the campaigns that are archived but you can't see the campaign on the profile view if you could toggle it on the profile view like you could in the campaigns view that would be perfect this would allow us to at a glance see the activities that are current and toggle for historical perspective when needed

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