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Settings and activity

21 results found

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

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  2. Reporting for multiple objects at once

    22 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  3. Top Navigation Bar

    23 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  4. Mobile application for Fund Advisor Portal

    53 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  5. 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)  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  6. Copy Grants

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  7. API for Constant Contact

    36 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  8. Add Email address "Other Detail" to a reporting object.

    43 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  9. 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  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  10. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  11. Column Spacing for Fund Statement List on Portal

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  12. 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  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  13. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  14. FA Donation notifications should include tribute information

    82 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  15. 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  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  16. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  17. Formatting for "Amount" fields in all Content areas

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michael Elfenbaum supported this idea  · 

  18. Candid/GuideStar Grants Report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  19. Multiple Advisors on one grant

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michael Elfenbaum shared this idea  · 

  20. Docusign Integration

    149 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Michael Elfenbaum supported this idea  · 
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