Settings and activity

302 results found

1. Alert or Task Pop-Up Reminders

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 30, 2025

2. Export format to excel to preserve hyperlinks

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 30, 2025

3. Dashboard

   7 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 30, 2025

4. Allow Profile Type screen to be accessible to staff but not editable

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 30, 2025

5. Journal entry order: keep in entry/import order

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 30, 2025

6. kbusser@cfrichmond.org

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   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 30, 2025

7. Fund Anniversary with Thank You Letter Template

   5 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 30, 2025

8. Reinstate "show all fund advisors" on portal fund summary page

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Apr 30, 2025

9. Portal: Display donor mailing label or recognition name instead of name

   61 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

10. Indicate required fields with an asterisk

    100 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

11. Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

12. Identifying Yearly Tax Recipients

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

13. Add the 'Log' Menu item to every screen that has data on it.

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

14. Bringing the Login log up to date with portal login changes

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

15. File Categories and "sticky" function in the new portal to organize fundholder files

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

16. Separate "hide description" for Donations vs Grants

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

17. Expand Outlook Integration for reading notes & profile details

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

18. Portal: ACH Option

    103 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

19. task list show profile name

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

20. Tribute

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    19 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025