Settings and activity

42 results found

1. Report Editing

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

2. Pledge Balances in Custom Reports

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

3. custom report check date field

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

4. Report Filtering

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

5. Export format to excel to preserve hyperlinks

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

6. Select users to share custom reports with instead of sharing with everyone

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

7. Reports: Freeze the column headers

   56 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

8. Would love to be able to set the default dashboard period

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   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

9. 1099 - Add Mailing Address to Report

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

10. Docusign Integration

    145 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

11. Check Detail Attachment

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

12. Include Fund name/short name on Pay vouchers screen

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

13. Quick view for attachments on vouchers

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

14. 1099 Indicator box bulk update

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

15. Check register needs to include Description from voucher/grant

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A custom check report could be used to send out. That way you could add the columns that you would like.

    Lori Melby supported this idea  ·  Jun 9, 2025

16. vendor custom field

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

17. Sort Voucher Items Columns

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

18. Add closed funds to fund advisor designation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

19. Fund Advisor Tracking Options

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

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

    251 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025