Settings and activity

18 results found

1. Add Grant Approver and Voucher Approval to Bulk Edit in Reports

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Oct 31, 2025

2. Expand capability of "add note to CSuite" Outlook integration

   98 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Oct 31, 2025

3. 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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   Boyer, Kristin supported this idea  ·  Oct 31, 2025

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

   103 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Oct 31, 2025

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

   268 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Oct 31, 2025

6. Use organization domain for email communications

   102 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Oct 31, 2025

7. Portal: ACH Option

   151 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Oct 31, 2025

8. grant to spendable

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Boyer, Kristin shared this idea  ·  Mar 25, 2025

9. stripe total line

   7 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 27, 2025

10. account transfer

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Feb 27, 2025

11. Unwanted Updates to Bank Reconcile

    56 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Feb 27, 2025

12. Toggle off closed accounts in bank reconcile

    50 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Feb 27, 2025

13. 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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    Boyer, Kristin supported this idea  ·  Feb 26, 2025

14. 1099 - Add Mailing Address to Report

    57 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Feb 26, 2025

15. Reports: Freeze the column headers

    58 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Nov 8, 2024

16. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    48 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Boyer, Kristin commented  ·  Oct 16, 2024  ·  Edit…  ·  Delete…

    Would like the option to assign a single fund w/some beneficiaries set $ amounts, and remaining spendable pool granted to either single beneficiary or multiple beneficiaries by percentage. Example: Washington State Pup Fund's agreement specifies annual distributions per spending policy be allocated as $1k each per Short-Hair Dog Fund and Hairy Dog Fund, and the remaining balance split 50%/50% between Hyper Dog Fund and Lazy Dog Fund.

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    Boyer, Kristin supported this idea  ·  Oct 16, 2024

17. board portal

    210 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Boyer, Kristin supported this idea  ·  Jun 28, 2023

18. email - integration with Outlook

    91 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Oct 21, 2022