Settings and activity

33 results found

1. grant type guidestar

   46 votes

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   Proposed Idea  ·  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

2. 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

3. export in same order as shown in financial report

   19 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

4. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

   21 votes

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   3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks).  This will connect some of the fields you are requesting, but it does not include notes.

   Laurel Shulman supported this idea  ·  Oct 31, 2022

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

   33 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

6. Collaborator Receive Emails

   28 votes

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   4 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

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

   30 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

8. Cumulative donation field option for custom reporting

   20 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

9. Link one note to multiple profiles or funds

   41 votes

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   4 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

10. 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

11. 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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    Laurel Shulman supported this idea  ·  Nov 10, 2020

12. Change Grantee in Grant Request to internal fund

    24 votes

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    4 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  ·  Oct 5, 2020

13. 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