Settings and activity

18 results found

1. Mobile application for Fund Advisor Portal

   34 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Jan 29, 2026

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

   9 votes

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

3. Copy Grants

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michael Elfenbaum shared this idea  ·  Jun 4, 2025

4. API for Constant Contact

   36 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  May 19, 2025

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

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   43 votes

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   Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  May 9, 2025

6. 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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   Michael Elfenbaum supported this idea  ·  Apr 7, 2025

7. Fix Sort Order on Files Tab for Affiliates

   16 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Apr 3, 2025

8. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Mar 28, 2025

9. 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  ·  Delete…  ·  Admin →
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   Michael Elfenbaum supported this idea  ·  Jan 23, 2025

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

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Michael Elfenbaum supported this idea  ·  Jan 23, 2025

11. FA Donation notifications should include tribute information

    82 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Jan 23, 2025

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

    97 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Jan 9, 2025

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

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Dec 17, 2024

14. 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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    Michael Elfenbaum supported this idea  ·  Dec 17, 2024

15. Candid/GuideStar Grants Report

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    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michael Elfenbaum shared this idea  ·  Nov 6, 2024

16. Multiple Advisors on one grant

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michael Elfenbaum shared this idea  ·  Mar 19, 2024

17. Docusign Integration

    147 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Oct 26, 2022

18. Bulk Edit - Payment schedule date and grant date

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    85 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michael Elfenbaum supported this idea  ·  Sep 13, 2022