Settings and activity

226 results found

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

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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

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

   8 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

3. Make Linked Individuals Reportable

   4 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

4. Giving Hub: Event Ticket Issue

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   11 votes

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

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

   172 votes

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   Proposed Idea  ·  29 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

6. 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

7. Ability to edit labels in WORD doc

   22 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

8. Add filters to grant document bucket

   5 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

9. Grant request notification for staff - can they be targeted based on steward designation?

   7 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Oct 4, 2024  ·  Edit…  ·  Delete…

   Intriguing idea... I'm not sure all of our fund stewards would want this turned on. But I would love the idea if we could select which fund stewards are notified. Or maybe you add the choice at the Fund Level?

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   Michelle Schneider supported this idea  ·  Oct 4, 2024

10. Improve Functionality of Adding Profiles to a Campaign

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    15 votes

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

11. GLM Grant Status in CSuite

    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

12. recurring invoice

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

13. New Login Screen - Default to PIN

    10 votes

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

14. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

    8 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

15. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Sep 3, 2024

16. For Profiles that are flagged Do not Mail

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 31, 2024

17. Add Tribute option for Grant Requests

    4 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  ·  Jul 31, 2024

18. Close a Functional Expense

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 31, 2024

19. Opening a DAF

    7 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Jul 31, 2024  ·  Edit…  ·  Delete…

    Sounds like it might be complicated, but I love the idea

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    Michelle Schneider supported this idea  ·  Jul 31, 2024

20. Allow Multiple File Attachments when Creating a Voucher

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 31, 2024