Settings and activity

130 results found

1. Vendor Permissions Separate From Profile Permissions

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 15, 2025

2. Visual Presentations Using Charts (with GL data)

   19 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 15, 2025

3. Show Tribute Detail on Portal Donations Tab

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 14, 2025

4. campaign start time

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   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 8, 2025

5. payment date

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Aug 8, 2025  ·  Edit…  ·  Delete…

   Critically needed!

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   Susie Lotreck supported this idea  ·  Aug 8, 2025

6. payment date

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Aug 8, 2025  ·  Edit…  ·  Delete…

   Please add Payment Date to the NEW bucket ASAP

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   Susie Lotreck supported this idea  ·  Aug 8, 2025

7. 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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   Susie Lotreck commented  ·  Aug 7, 2025  ·  Edit…  ·  Delete…

   We rely on logs to see when field information was changed and by who should we want to discuss why a change was made.

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   Susie Lotreck supported this idea  ·  Aug 7, 2025

8. Include Opportunities, Fund Advisors, etc. in Ref Name column for note reports

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jul 30, 2025

9. Add a downvote option in Idea Lab

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jul 23, 2025

10. API for Constant Contact

    36 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Jul 22, 2025  ·  Edit…  ·  Delete…

    Yes! I am so happy to see this idea moved to "PLANNED" - My team will be so happy to receive this update from me.

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    Susie Lotreck supported this idea  ·  May 19, 2025

11. Profile>Engagement Tab - keep refresh page on Profile after campaign is deleted

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    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jul 7, 2025

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

    99 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jul 7, 2025

13. Tax Receipts: Separate fields for Donor profile and Donation Advisor

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jun 11, 2025

14. 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
    Susie Lotreck supported this idea  ·  May 21, 2025

15. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 16, 2025

16. Batch Approval

    74 votes

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    Proposed Idea  ·  30 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 9, 2025

17. Separate "hide description" for Donations vs Grants

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 6, 2025

18. Financial Statement exports to PDF using a predefined template

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 28, 2025

19. Grant Refund - Payment Type

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 28, 2025

20. Clear grant requests from fund advisor carts without proxying in as the advisor

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 7, 2025