Settings and activity

89 results found

1. 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

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

3. Unwanted Updates to Bank Reconcile

   52 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

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

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   71 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

5. Toggle off closed accounts in bank reconcile

   46 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

6. 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

7. 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

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

   98 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

9. Custom Reports: Opportunity Tasks & Notes

   119 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

10. 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

11. 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

12. 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

13. 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

14. ACH payments out: add content to email

    11 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

15. 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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    David Weisz supported this idea  ·  Dec 17, 2024

16. Stripe Terminal

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 18, 2024

17. Reports: Freeze the column headers

    58 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 18, 2024

18. Custom fields available to sync when merging profiles

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 18, 2024

19. profiles: display relationship and engagement tab numbers

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    70 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 18, 2024

20. Collapse/Expand Files

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 18, 2024