Settings and activity

37 results found

1. Sandbox Permissions

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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

   
   

   Laurel Shulman supported this idea  ·  Jul 11, 2023

2. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

   28 votes

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

   
   

   Laurel Shulman supported this idea  ·  May 22, 2023

3. 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

   
   

   Laurel Shulman shared this idea  ·  May 8, 2023

4. Fields available for Bulk Update/Import/Delete on Records

   16 votes

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

   
   

   Laurel Shulman supported this idea  ·  Apr 19, 2023

5. grant type guidestar

   47 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laurel Shulman commented  ·  Apr 11, 2023  ·  Edit…  ·  Delete…

   When it comes to NTEE codes, our organiation only uses the letter (and not the letter number combination). Would it be possible to make this a settings option on grantee profiles so that it would not require us to redo all our grant type interest codes?

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   Laurel Shulman supported this idea  ·  Apr 11, 2023

6. 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

   
   

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   Laurel Shulman commented  ·  Apr 11, 2023  ·  Edit…  ·  Delete…

   Could we also include removing inactive users from the scheduled reports option? Right now CSuite allows me to schedule reports to anyone who has been a user, but these are staff that no longer work at our CF. That creates a pretty big issue if someone makes an accident.

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   Laurel Shulman supported this idea  ·  Apr 11, 2023

7. 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

   
   

   Laurel Shulman supported this idea  ·  Dec 15, 2022

8. Custom Reports: Opportunity Tasks & Notes

   75 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Oct 31, 2022

9. Opportunity Tasks Notes Need to Show Up on the Fund

   34 votes

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

   
   

   Laurel Shulman supported this idea  ·  Oct 31, 2022

10. Collaborator Receive Emails

    29 votes

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    5 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Laurel Shulman supported this idea  ·  Aug 16, 2022

11. 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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    Laurel Shulman supported this idea  ·  Jul 28, 2022

12. Cumulative donation field option for custom reporting

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Nov 11, 2021

13. Link one note to multiple profiles or funds

    43 votes

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

    
    

    Laurel Shulman supported this idea  ·  Nov 11, 2021

14. Donor Contact

    23 votes

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

    
    

    Laurel Shulman supported this idea  ·  Nov 11, 2021

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

    48 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Nov 10, 2020

16. Change Grantee in Grant Request to internal fund

    58 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Oct 5, 2020

17. Navigation - Add Save option to left side menu

    51 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Laurel Shulman supported this idea  ·  Aug 25, 2020