Settings and activity

13 results found

1. Data Visualization - data dictionary and export/exploring datasets

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Hank Drew supported this idea  ·  Jun 8, 2026

2. Custom Reports: Opportunity Tasks & Notes

   120 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Hank Drew supported this idea  ·  Jun 8, 2026

3. 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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   Hank Drew supported this idea  ·  Jun 8, 2026

4. Create VIEW ONLY proxy / "login as" permission

   49 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Hank Drew supported this idea  ·  Jun 8, 2026

5. Full System Audit Trail / User Activity Logs should be mandatory

   78 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Hank Drew supported this idea  ·  Jun 8, 2026

6. Produce external user guides for the portals

   13 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Hank Drew supported this idea  ·  Jun 8, 2026

7. Allow Dynamic Images to be turned on only for the Fund Image or the Additional Image area

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   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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   Hank Drew supported this idea  ·  Mar 2, 2026

8. android

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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   Hank Drew supported this idea  ·  Mar 2, 2026

9. Indicate required fields with an asterisk

   119 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Hank Drew supported this idea  ·  Mar 2, 2026

10. Mobile application for Fund Advisor Portal

    72 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Hank Drew supported this idea  ·  Mar 2, 2026

11. 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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    An error occurred while saving the comment
    Hank Drew commented  ·  Dec 30, 2025  ·  Edit…  ·  Delete…

    What's the holdup on fixing this? This should be a simple fix.

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    Hank Drew supported this idea  ·  Dec 30, 2025

12. Use organization domain for email communications

    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Hank Drew commented  ·  Dec 30, 2025  ·  Edit…  ·  Delete…

    This is really a no brainer. Most Csuite communications are hitting spam filters and it's driving our donors and daf holders nuts.

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    Hank Drew supported this idea  ·  Dec 30, 2025

13. Donation UI Feedback

    27 votes

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    Proposed Idea  ·  21 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Hank Drew supported this idea  ·  Dec 30, 2025