Settings and activity

170 results found

1. Show Deleted Profiles in the Log

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 16, 2025

2. Foundant for Outlook add-in: add date to note

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 11, 2025

3. Assigning task to yourself & Outlook event

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 11, 2025

4. Add Bulk "Edit Payment Date" Functionality to Grants Area Menu

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   50 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 11, 2025

5. Add "Item Dates" to Tax Receipt Fields

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 9, 2025

6. Develop Login Report that also shows Profiles logging in with PIN

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jesika Ellis commented  ·  Sep 9, 2025  ·  Edit…  ·  Delete…

   This has become even MORE critical as we are just now utilizing the PIN login option to actively promote the enhanced Portal and (attempt to) track improved usage and adoption. We absolutely must have the option to see ALL logins through a Log category Custom Reports. Those using Primary Email + PIN are logged via their profiles, but there is no way seemingly to pull those logins in to a report along with UN/PW users.

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   Jesika Ellis supported this idea  ·  Sep 9, 2025

7. Add Proxy Information in System Log when Login As is used - Audit Purposes

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Sep 9, 2025

8. New Quick Reference Guide - Allow Users to Edit/Customize

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jesika Ellis shared this idea  ·  Jun 4, 2025

9. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

   13 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Jun 4, 2025

10. Change Grantee in Grant Request to internal fund

    60 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Jun 4, 2025

11. Reporting for multiple objects at once

    15 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Jun 4, 2025

12. Track principal balance

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

13. Add Campaign to Voucher Import

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

14. Donor Portal should display only posted donations

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

15. filter selections showing "invalid" error when editing a report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

16. Default Template - None

    10 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

17. Update Other Profiles Function

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    4 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  May 19, 2025  ·  Edit…  ·  Delete…

    This functionality has never worked at all when you have more than one address on any of the profiles, so it's just been a useless annoyance to us. But now, when changing/editing an address on a profile with more than one address, the Address Validation does NOT show as a feature following this screen at all, and that is problematic.

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18. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025

19. Historical Donations - Editing the Donation Comment

    16 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025

20. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025