Settings and activity

15 results found

1. Grant Document Template Field listed in Grant Report

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Jul 13, 2026

2. Key Interactions page: Organization Name

   12 votes

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Jul 8, 2026

3. Notify assigning staff when a task is completed by another teammate

   7 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  ·  Jul 7, 2026

4. Custom Reports: Opportunity Tasks & Notes

   121 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  May 12, 2026

5. Opportunity Notes - Make Custom Field(s) reportable

   26 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  ·  May 12, 2026

6. DAFPay | Opt-out

   25 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  ·  Feb 26, 2026

7. Recurring Grant - Add confirmation for Delete

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht supported this idea  ·  Dec 31, 2025

8. Create Grant Request - Enhancement Option to Rename the Button

   21 votes

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

9. Require Primary Advisor Approval

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Alaina Giesbreecht shared this idea  ·  Aug 29, 2025

10. 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

11. Add ability to COPY internal grants in new Portal

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    13 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Alaina Giesbreecht supported this idea  ·  Jun 10, 2025

12. Dashboard

    10 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

13. Historical Donations - Editing the Donation Comment

    19 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

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

    111 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

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

    66 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Alaina Giesbreecht supported this idea  ·  Jan 7, 2025