Settings and activity

19 results found

1. Move Add Opportunities to the Engagement tab

   6 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Trish Reimer commented  ·  Aug 20, 2025  ·  Edit…  ·  Delete…

   If Opportunities are going to live on the Engagement tab then Add Opportunity (left hand menu) should be available while on the Engagement tab. Currently, this action is only available when you're on the Relationship tab.

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   Trish Reimer supported this idea  ·  Aug 20, 2025

2. Add functionality to Import bulk Year-End Receipts to Giving Hub (Donor Portal)

   9 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Mar 7, 2025

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

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Feb 20, 2025

4. Add Yearly-Tax Receipt to Portal in Files or Statements

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Feb 6, 2025

5. Login As --Removes user's existing login

   234 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Dec 16, 2024

6. charity check

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Nov 13, 2024

7. Add Household Steward as a field in custom reports

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Nov 13, 2024

8. Option to Sort Custom Reports by Date Last Run

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Oct 30, 2024

9. When completing a recurring task, provide option to add a note

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Trish Reimer supported this idea  ·  Oct 9, 2024

10. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Jan 12, 2024

11. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Dec 19, 2023

12. Hate Groups, Extremist Groups

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Trish Reimer supported this idea  ·  Dec 5, 2023

13. Recurring Grant: Calendar End Date Option

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Nov 1, 2023

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

    114 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Oct 25, 2023

15. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    29 votes

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    12 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Trish Reimer supported this idea  ·  Feb 21, 2023

16. Admin Fees: choose more than one donation type for an Admin Fee

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Trish Reimer supported this idea  ·  Jan 25, 2023

17. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Trish Reimer supported this idea  ·  Nov 8, 2022

18. Tasks viewable to everyone who opens a profile

    31 votes

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    8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Trish Reimer supported this idea  ·  Jul 22, 2022

19. Wealth search third party software to integrate with CSuite

    21 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Trish Reimer supported this idea  ·  Jun 13, 2022