Settings and activity

12 results found

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

   270 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  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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   Natasha Duda supported this idea  ·  Jul 9, 2025

2. Custom Reports: Opportunity Tasks & Notes

   118 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jun 11, 2025

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

   98 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jun 11, 2025

4. Portal: ACH Option

   148 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  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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   Natasha Duda supported this idea  ·  Jun 11, 2025

5. Combine credit card fees with the donation amount

   121 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   Natasha Duda supported this idea  ·  Jan 8, 2025

6. Docusign Integration

   150 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

7. FA Donation notifications should include tribute information

   83 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

8. profiles: display relationship and engagement tab numbers

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   70 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

9. Recurring Alerts on Home Menu

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   102 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Natasha Duda supported this idea  ·  Jan 8, 2025

10. Indicate required fields with an asterisk

    113 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Natasha Duda supported this idea  ·  Jan 8, 2025

11. ApplePay, PayPal, Venmo integration

    55 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Natasha Duda supported this idea  ·  Oct 16, 2024

12. Linking profiles to funds- multiple links at a time

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Natasha Duda supported this idea  ·  Jun 14, 2023