Settings and activity

22 results found

1. Full System Audit Trail / User Activity Logs should be mandatory

   57 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Mar 11, 2026

2. Allow fund advisors to see voucher files that are shared with them

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kevin Patten shared this idea  ·  Feb 25, 2026

3. Allow Multiple File Attachments when Creating a Voucher

   53 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Feb 25, 2026

4. Portal - customize email subject line and body

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Jan 7, 2026

5. print envelope

   2 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Kevin Patten shared this idea  ·  Nov 5, 2025

6. Allow edits to password reset email for fund advisor portal

   43 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Aug 21, 2025

7. Bulk Edit - Payment schedule date and grant date

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   86 votes

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   Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Aug 11, 2025

8. Primary Contact Field in Reports

   36 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  May 15, 2025

9. Fix Sort Order on Files Tab for Affiliates

   16 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kevin Patten supported this idea  ·  Apr 3, 2025

10. Additional Color Style Selections, please!

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Mar 24, 2025

11. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    98 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Mar 24, 2025

12. Tribute

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    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Feb 28, 2025

13. Fund Advisor Options - Donations and Grants Emails

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    41 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Feb 14, 2025

14. 1099 - Add Mailing Address to Report

    55 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Feb 14, 2025

15. It would be nice to be able to send an invoice payment confirmation email along with the copy of the invoice attachment in Csuite

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Jan 22, 2025

16. List Cart Emails

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Jan 17, 2025

17. Donor name on reports

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kevin Patten shared this idea  ·  Jan 7, 2025

18. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Kevin Patten supported this idea  ·  Nov 6, 2024

19. Candid/GuideStar Grants Report

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    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kevin Patten supported this idea  ·  Nov 6, 2024

20. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Kevin Patten supported this idea  ·  Apr 9, 2024