← IDEA LAB

Settings and activity

22 results found

  1. Allow donor to opt out of automatically generated tax receipt from online donation

    4 votes
    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  2. Statement Type Option for No Statements

    25 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  3. Keep Attached Files When Tributes Merge

    19 votes
    0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  4. Fund statements: Need school name in Grantee section

    148 votes
    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
    How important is this to you?
    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Leah Bowen supported this idea  · 

  5. Recurring gift receipts

    15 votes
    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  6. email - integration with Outlook

    84 votes
    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  7. Duplicate Profiles

    19 votes
    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  8. profile search

    29 votes
    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  9. Sending emails in csuite

    12 votes
    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Proposed Idea  ·  Holly Spitz responded

    A rich text editor was released on 9/12/2024. Here is the release note:

    Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

    Leah Bowen supported this idea  · 

  10. Profile Types & Permissions

    18 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  11. Blank Tabs grayed out or different color

    21 votes
    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  12. New profile change - updating addresses

    18 votes
    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  13. new profile

    30 votes
    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  14. HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)

    15 votes
    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  15. Profile changes (ex: name, address) should not update historical information.

    55 votes
    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  16. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    23 votes
    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  17. Add Permission to View ACH Details in Profiles

    39 votes
    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  18. Add option to create a letter from a profile

    47 votes
    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  19. Dynamic "Primary Org Contact" field replace static "Contact" field

    17 votes
    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
    How important is this to you?
    Leah Bowen supported this idea  · 

  20. percentage of gift to spendable

    30 votes
    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Leah Bowen commented  · 

    This is a critical issue for our Foundation.

    Leah Bowen supported this idea  · 
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