Settings and activity

8 results found

1. Require Primary Advisor Approval

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht shared this idea  ·  Aug 29, 2025

2. Include Opportunities, Fund Advisors, etc. in Ref Name column for note reports

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Aug 4, 2025

3. Add ability to COPY internal grants in new Portal

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   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Jun 10, 2025

4. Show completed tasks in profiles

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  May 6, 2025

5. Dashboard

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht shared this idea  ·  Apr 11, 2025

6. Historical Donations - Editing the Donation Comment

   16 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Mar 24, 2025

7. Donor Portal Financials - Only Allow Reporting on Closed Periods

   100 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Jan 8, 2025

8. Portal: Display donor mailing label or recognition name instead of name

   60 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Jan 7, 2025