Settings and activity

61 results found

1. pbassil@cfpbmc.org

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jul 20, 2026

2. crm

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jul 20, 2026

3. Functional Expense Allocation by Account

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jul 2, 2026

4. Ability to search for opportunities using global search and adding an opportunities search bar

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jun 10, 2026

5. opportunities

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jun 10, 2026

6. Stewards and Opportunities

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jun 10, 2026

7. % Probability Field within Opportunities

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jun 10, 2026

8. Add "planned giver" and "prospect" designations

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  Jun 10, 2026

9. portal grant request

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   76 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Sally Gillespie supported this idea  ·  May 26, 2026

10. Create VIEW ONLY proxy / "login as" permission

    49 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  May 26, 2026

11. Donor & Donation Dashboards

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Edit…  ·  Delete…  ·  Admin →
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    Sally Gillespie shared this idea  ·  Apr 10, 2026

12. internal grant show originating fund name in donation report

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  Apr 10, 2026

13. dashboard

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sally Gillespie shared this idea  ·  Jan 8, 2026

14. Would love to be able to set the default dashboard period

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    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  Jan 8, 2026

15. Custom Reports: Opportunity Tasks & Notes

    120 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  Jan 8, 2026

16. board portal

    210 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Sally Gillespie supported this idea  ·  Jan 8, 2026

17. Enable RSVP "No" for events

    60 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  Jan 8, 2026

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

    268 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  Jan 8, 2026

19. Portal: ACH Option

    151 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  Jan 8, 2026

20. Use organization domain for email communications

    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Sally Gillespie supported this idea  ·  Jan 8, 2026