Settings and activity

213 results found

1. Reports: Freeze the column headers

   33 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

2. Primary Contact Field in Reports

   25 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

3. Donations Report Fields: Opportunity Id and Opportunity Assigned Name

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

4. include all data fields if record available for a report

   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

5. one check for all of fund advisor columns

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   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

6. Add Proxy Information in System Log when Login As is used - Audit Purposes

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Oct 4, 2024  ·  Edit…  ·  Delete…

   When I login as a Fund Advisor and then make an update to the contact information or username, the system log simply shows the change was made by "system" not by someone OTHER THAN the fund advisor.

   Similarly, if I login as the fund advisor and make a grant request, the request shows that the request was made by the Fund Advisor, not by me proxied in as the Fund Advisor.

   Is there any way for you to record in the system log and grant request when an action has been completed by someone else proxied in as the Fund Advisor? We feel this is critical for audit purposes.

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   Michelle Schneider shared this idea  ·  Oct 4, 2024

7. Revise the CSuite login page

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   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

8. Reports Permission: Full Access & De-Linking Scheduling Reports

   9 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Oct 4, 2024  ·  Edit…  ·  Delete…

   Full agreement Joel. We were stumped by this new permission and are still trying to wrap our heads around it. But it seems that if you do not have Full Access, you can no longer create a report. Is that how it is supposed to be working? If yes, then we are wondering what the report permission choice of "Edit Custom Report" now is supposed to be? This new permission has created more confusion than helped us, I'm afraid.

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   Michelle Schneider supported this idea  ·  Oct 4, 2024

9. voucher portal

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

10. Payment Contact Name

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

11. Donor Rollup Report: Date of Last Gift

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

12. "Logout" button design and position in Csuite

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

13. Donation Notes/Purpose in Giving Hub

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

14. Grant Notifications: Ability to customize email/subject line

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

15. Public Securities - Name of Stock - in Description Field

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

16. Make Linked Individuals Reportable

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

17. Giving Hub: Event Ticket Issue

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    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

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

    47 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

19. Filtering should include nulls/blanks unless the filter is to exclude it

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    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

20. Ability to edit labels in WORD doc

    17 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024