Settings and activity

136 results found

1. "Send Login Email" from Profile Login Info

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   David Weisz supported this idea  ·  Jun 9, 2025

2. Portal: ACH Option

   79 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  May 30, 2025

3. Add the 'Log' Menu item to every screen that has data on it.

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

4. Additional Color Style Selections, please!

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

5. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

6. Abandoned Cart Email: Option to select who to send email to

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

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

   46 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

8. Unwanted Updates to Bank Reconcile

   32 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

9. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   55 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 8, 2025

10. Toggle off closed accounts in bank reconcile

    38 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

11. Fund Advisor Options - Donations and Grants Emails

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    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

12. Column Spacing for Fund Statement List on Portal

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    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

13. Selected left navigation tab to stay a different color

    67 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

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

    68 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

15. Custom Reports: Opportunity Tasks & Notes

    99 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

16. Simplify/Merge the Grant Request screens

    98 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

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

    222 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

18. 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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    David Weisz supported this idea  ·  Feb 21, 2025

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

    95 votes

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

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

    55 votes

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