Settings and activity

95 results found

1. Journal Entry Sort

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   36 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Dec 30, 2025

2. 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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   David Weisz supported this idea  ·  Aug 21, 2025

3. Portal: ACH Option

   149 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  May 30, 2025

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

   26 votes

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

5. 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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   David Weisz supported this idea  ·  Apr 8, 2025

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

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   20 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

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

   21 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

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

   64 votes

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

9. Unwanted Updates to Bank Reconcile

   56 votes

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

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

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    73 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

11. Toggle off closed accounts in bank reconcile

    49 votes

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

12. 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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    David Weisz supported this idea  ·  Apr 8, 2025

13. Column Spacing for Fund Statement List on Portal

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    40 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

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

    100 votes

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    Proposed Idea  ·  8 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

    122 votes

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

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

    270 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 8, 2025

17. 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

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

    111 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

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

    66 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Feb 21, 2025

20. ACH payments out: add content to email

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Feb 14, 2025