Settings and activity

89 results found

1. Add "Primary" Fund Advisor as Reportable Field

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   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie commented  ·  Jan 30, 2026  ·  Edit…  ·  Delete…

   If C Suite is going to require that one Advisor be marked primary even though multiple people may have equal advisory privileges and we don't want to have to have one identified as primary, then at least we should be able to pull a report on it.

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   Julie supported this idea  ·  Jan 30, 2026

2. Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 28, 2026

3. Don't Require a Primary Fund Advisor

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie shared this idea  ·  Jan 28, 2026

4. User Experience for "ADD" Button & Basket

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Dec 19, 2025

5. Auto-Populate Names

   39 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Dec 19, 2025

6. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   100 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Dec 19, 2025

7. link donations

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 17, 2025

8. Auto-populate & Log all emails in Grant Email Award Letters

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 17, 2025

9. Custom Field Type - number option

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 7, 2025

10. Show Deleted Profiles in the Log

    39 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 25, 2025

11. Move "Review Grant Request" link to just below Grant Request Cart

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 25, 2025

12. Separate "Create" and "Link Profiles" in Permissions

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 25, 2025

13. Allow fund advisors to see if a grant was anonymous

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 7, 2025

14. changes to grant request in donor portal

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 29, 2025

15. Add a downvote option in Idea Lab

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 29, 2025

16. Add dates to recorded webinars

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 29, 2025

17. Barb@jewishtoledo.org

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 29, 2025

18. filter selections showing "invalid" error when editing a report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  May 14, 2025

19. Portal: ACH Option

    148 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Apr 29, 2025

20. Allow Profile Type screen to be accessible to staff but not editable

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Apr 14, 2025