Settings and activity

249 results found

1. Prevent Duplicate Fund Short Names

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

2. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   32 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

3. idea lab

   23 votes

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   2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Under Consideration  ·  Holly Spitz responded

   Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

   Madison Leighty supported this idea  ·  Apr 11, 2024

4. Online Donations: Setting to disable auto receipt when a tribute is included

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

5. Flag Duplicate Addresses

   25 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

6. Add multiple payment types and banking information to profiles

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

7. Allow bulk updates via data imports (csv with unique IDs)

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

8. Change opportunities to the engagement tab

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

9. Add conditional logic to custom fields

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 11, 2024

10. Link opportunity to a pledge

    25 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

11. Create custom view or add columns to donation bucket list

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

12. Please make new tributes default to private

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

13. Multiple Advisors on one grant

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

14. email - integration with Outlook

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

15. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

16. Batch Donation Notify and Grant Notify Emails

    28 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

17. Capacity to tag additional profiles in notes

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

18. GLM/SLM changes syncing with csuite profiles

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024

19. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    37 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Madison Leighty supported this idea  ·  Apr 11, 2024

20. Email Tax Receipt Preview

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Apr 11, 2024