Settings and activity

22 results found

1. Memo for recurring vouchers

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Sep 25, 2025

2. Last Donation Date does not reflect accurate last gift date

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

3. Combine credit card fees with the donation amount

   121 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   Jeanette Wilson supported this idea  ·  Jun 12, 2025

4. Docusign Integration

   148 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

5. board portal

   208 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Jeanette Wilson supported this idea  ·  Jun 12, 2025

6. Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

7. Check register to include all check numbers, even "combined' checks

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

8. 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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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

9. Portal: ACH Option

   144 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jeanette Wilson supported this idea  ·  Jun 12, 2025

10. Positive Pay Export - Add Option to Include ACH and Electronic Checks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Jeanette Wilson shared this idea  ·  Apr 24, 2025

11. email - integration with Outlook

    88 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Apr 24, 2025

12. 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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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

13. 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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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

14. 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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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

15. Recurring Alerts on Home Menu

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    102 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

16. 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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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

17. Indicate required fields with an asterisk

    113 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

18. Custom Reports: Opportunity Tasks & Notes

    116 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

19. 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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    Jeanette Wilson supported this idea  ·  Feb 3, 2025

20. Viewing all notes for a Household profile and any members

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Jeanette Wilson supported this idea  ·  Feb 3, 2025