Settings and activity

17 results found

1. Allow a Beneficiary to assign a grant advisor to all future grants

   10 votes

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Feb 10, 2025

2. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   44 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Jan 27, 2025

3. charity check

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anne Wolf shared this idea  ·  Nov 12, 2024

4. Donor Portal Logout Page

   26 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Oct 4, 2024

5. Bulk Upload Ids for grant records

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Oct 4, 2024

6. Log for Online Grant Requests Before Creating the Grant

   33 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Jun 12, 2024

7. Syncing a Csuite campaign into an already existing Mailchimp tag

   28 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Jun 7, 2024

8. Bank reconcile - approvals and log

   128 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Jan 18, 2024

9. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   64 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anne Wolf supported this idea  ·  Oct 18, 2023

10. Sandbox Permissions

    26 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anne Wolf supported this idea  ·  Jul 12, 2023

11. Custom Field permission by record type

    29 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anne Wolf supported this idea  ·  Jul 12, 2023

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

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anne Wolf supported this idea  ·  May 15, 2023

13. inactive users - remove from assign to task list

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anne Wolf supported this idea  ·  Apr 11, 2023

14. Do not send Grant Notify email when a grant is unposted

    32 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Anne Wolf supported this idea  ·  Mar 16, 2023

15. export in same order as shown in financial report

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Anne Wolf commented  ·  Dec 15, 2022  ·  Edit…  ·  Delete…

    I would like to sort grant buckets in alphabetical order and export them in that order, which is the check printing order. Excel alpha sort is different from CSuite sometimes.

    Save Submitting...
    Anne Wolf supported this idea  ·  Dec 13, 2022

16. Fiscal Sponsorships/Sponsored Orgs

    29 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anne Wolf supported this idea  ·  Mar 24, 2022

17. Notes: Collapse list to show most recent with ability to show all

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Anne Wolf supported this idea  ·  Nov 10, 2020