Settings and activity

138 results found

1. Grant UI update June 2026 (Sandbox)

   6 votes

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   Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jun 11, 2026

2. Online Pledge / Promise Submission form June 2026

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jun 11, 2026

3. Journal Entry Sort

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   36 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jun 11, 2026

4. Changing and Customizing the Buttons in Portal

   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  ·  May 15, 2026

5. Event Registrant Email Reminder

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 15, 2026

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

   120 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 15, 2026
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   Susie Lotreck commented  ·  May 15, 2026  ·  Edit…  ·  Delete…

   This was on my "Top Ideas Wish List"document - I only wish I had remembered to shine a light on it during Summit 2026. :/ This is critically needed.

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7. Summit April 20th: CSuite API - Feedback

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 8, 2026

8. Financial Filter: Add "Admin Fee Group" and "Admin Fee Type"

   10 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Susie Lotreck shared this idea  ·  Apr 24, 2026

9. Summit April 20th: Salesforce Marketplace - Feedback

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Apr 20, 2026

10. Opportunity Notes - Make Custom Field(s) reportable

    26 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  ·  Mar 19, 2026

11. 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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    Susie Lotreck supported this idea  ·  Mar 12, 2026

12. Entering Guest Information on Campaign Ticket should be REQUIRED

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    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 12, 2026

13. Short Description separation from Long Description

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    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 12, 2026

14. 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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    Susie Lotreck supported this idea  ·  Mar 12, 2026

15. Full System Audit Trail / User Activity Logs should be mandatory

    76 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Mar 12, 2026  ·  Edit…  ·  Delete…

    Without question -- all user activity should be captured in a log throughout CSuite.

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    Susie Lotreck supported this idea  ·  Mar 12, 2026

16. 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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    Susie Lotreck supported this idea  ·  Mar 12, 2026

17. Add Ability to Filter Donor Report by “Has Not Given Between X and Y Date”

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 12, 2026

18. opportunity beneficiaries

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 10, 2026

19. Reporting for multiple objects at once

    24 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Feb 26, 2026  ·  Edit…  ·  Delete…

    I’d love to be able to build ONE custom report in CSuite that includes fields from more than one object at the same time. For example, I need a single “master” report that shows both Fund Settings + Fund Details from the Fund object along with the Fund Beneficiary fields. Since those objects can’t be joined today, I’m forced to run multiple separate custom reports and stitch everything together manually in Excel.

    I don’t how to use Access or Power BI, so my only option is to export the different reports and rely on VLOOKUPs in Excel to combine them. It’s very time‑consuming!

    Having the ability to pull fields from multiple objects directly within CSuite would save a huge amount of time and let me keep the whole process contained inside CSuite and available for a refresh any time this report is needed.

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    Susie Lotreck supported this idea  ·  Feb 26, 2026

20. 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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    Susie Lotreck supported this idea  ·  Feb 26, 2026