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Settings and activity

76 results found

  1. Move Add Opportunities to the Engagement tab

    15 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell commented  · 

    It just makes sense! I keep looking for the Add Opportunities on the Engagement tab. Then I remember that I have to go to the Relationship tab to add the opportunity, and then go back to the Engagement tab to work on the opportunity.

    Julie Dowell supported this idea  · 

  2. Giving Hub link for guest Donations to Funds marked Private

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Julie Dowell supported this idea  · 

  3. Outlook integration - need to be able to choose app so you can attach to CSuite as soon as email sent

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  4. Donor Portal App

    7 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie Dowell supported this idea  · 

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

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  6. Custom Field permission by record type

    33 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie Dowell supported this idea  · 

  7. Add Bulk "Edit Payment Date" Functionality to Grants Area Menu

    50 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Julie Dowell supported this idea  · 

  8. Bulk Edit - Payment schedule date and grant date

    46 votes

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    7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Julie Dowell supported this idea  · 

  9. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Julie Dowell supported this idea  · 

  10. Ability to edit Profile Fund Link categories versus deleting and relinking

    60 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Julie Dowell supported this idea  · 

  11. Add Email address "Other Detail" to a reporting object.

    41 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Julie Dowell supported this idea  · 

  12. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Julie Dowell supported this idea  · 

  13. Vendor Permissions Separate From Profile Permissions

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie Dowell supported this idea  · 

  14. Print column headings on multiple pages of pdf reports from "print page"

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Julie Dowell supported this idea  · 

  15. Show Deleted Profiles in the Log

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie Dowell supported this idea  · 

  16. Use organization domain for email communications

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie Dowell supported this idea  · 

  17. Include attachments from emails when using the new Outlook Integration.

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  18. Calendar View in CommunitySuite

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie Dowell supported this idea  · 

  19. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    29 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie Dowell supported this idea  · 

  20. Copilot (AI) data integration

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Julie Dowell supported this idea  · 
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