Settings and activity

69 results found

1. Single Sign On with Microsoft 365

   9 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

2. Donor Portal App

   12 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

3. API for Constant Contact

   36 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

4. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   48 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

5. Automated Workflows for Donor Stewardship

   28 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

6. Opening a DAF

   12 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

7. Multiple Email Options for Communications

   36 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

8. task list show profile name

   10 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

9. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   25 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Kait Balsewicz supported this idea  ·  Jan 14, 2026

10. campaign budget

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

11. Historic Fund Balance in custom reporting

    5 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

12. Future Opportunity Tasks appear on Profile

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

13. survey

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

14. Multiple Engagement Strategies

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

15. Copy Note to an Opportunity

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

16. Bulk Delete Profiles from Campaign

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

17. 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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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

18. Add file Share Options

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

19. Fund Advisor Portal: Total Grant Distributions in Calendar Year

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026

20. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    28 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Kait Balsewicz supported this idea  ·  Jan 14, 2026