Settings and activity

68 results found

1. Implement a "foldering" system for processes, forms, and email templates

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   5 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Davette Swiney supported this idea  ·  Mar 11, 2025

2. I'd love to be able to copy a question or set of questions

   81 votes

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   8 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Davette Swiney supported this idea  ·  Mar 11, 2025

3. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

4. Pop-up Communications for Fund Advisors that show in the Portal

   46 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

5. Donor Portal Financials - Only Allow Reporting on Closed Periods

   110 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

6. Option to rename "login" button for Portal

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   35 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

7. Portal: Display donor mailing label or recognition name instead of name

   66 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

8. Login As --Removes user's existing login

   269 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

9. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   26 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

10. Formatting for "Amount" fields in all Content areas

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 17, 2025

11. Ability to edit Profile Fund Link categories versus deleting and relinking

    63 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 17, 2025

12. birthday - option to not include year

    118 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 17, 2025

13. Online Donation Email Subject

    9 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 31, 2025

14. Serial Numbers for Tributes

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 31, 2025

15. Include attachments from emails when using the new Outlook Integration.

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 17, 2025

16. email - integration with Outlook

    88 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 17, 2025

17. Expand capability of "add note to CSuite" Outlook integration

    99 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 17, 2025

18. Pending Grants in the "New" bucket

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 16, 2025

19. opportunities

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Davette Swiney shared this idea  ·  Nov 27, 2024

20. Opportunity bulk import improvement

    44 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Davette Swiney commented  ·  Nov 27, 2024  ·  Edit…  ·  Delete…

    Bulk options would make opportunities much more usable for us. I just spent 2 hours manually closing out opportunities from this year that just need to be marked closed. Everytime I try to start using opportunities more, I encounter these time-consuming challenges and question whether it is a useful tool.

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    Davette Swiney supported this idea  ·  Nov 27, 2024