Settings and activity

15 results found

1. 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

2. Donor Portal Logout Page

   14 votes

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

3. 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

4. Log for Online Grant Requests Before Creating the Grant

   25 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  Jun 12, 2024

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

   26 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

6. Bank reconcile - approvals and log

   126 votes

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

7. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   63 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

8. Sandbox Permissions

   25 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

9. Custom Field permission by record type

   28 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

10. 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

11. 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

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

    31 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

13. 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.

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    Anne Wolf supported this idea  ·  Dec 13, 2022

14. 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

15. 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