Settings and activity

250 results found

1. Add "Primary" Fund Advisor as Reportable Field

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

2. Add Proxy Information in System Log when Login As is used - Audit Purposes

   8 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  ·  Oct 9, 2024

3. Track Fund Milestone Anniversaries

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madison Leighty commented  ·  Oct 9, 2024  ·  Edit…  ·  Delete…

   We do this process manually as well by pulling a custom report of all funds with an Open Date within a certain month and manually sorting down to significant/milestone years. It would be great to be able to self-select a more specific date range (e.g. Open Date during October 2023, October 2019, October 2014, etc.).

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   Madison Leighty supported this idea  ·  Oct 9, 2024

4. Grant Recognition Options

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

5. scheduled reports

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

6. Hide Inactive Org Role and Profile Link or Reorganize Structure to make easier to read

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   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  ·  Oct 9, 2024

7. More Customization Language

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

8. customizable text for tribute fields in Giving Hub

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

9. When completing a recurring task, provide option to add a note

   8 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  ·  Oct 9, 2024

10. Anonymous for publication option

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

11. Revise the CSuite login page

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    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

12. Automatic Emails for Opportunities using Stages as Triggers

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

13. Change Fund History Total Grants to not include unposted grants

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

14. All in One Master Report

    18 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madison Leighty commented  ·  Sep 25, 2024  ·  Edit…  ·  Delete…

    Would LOVE to see an all-in-one report -- or to have the ability to select any combination of Custom Report Objects to build a custom report with fields from various areas of the database.

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    Madison Leighty supported this idea  ·  Sep 25, 2024

15. Security Issue: Re-Activating A User to Address Their Tasks & Non-Shared Reports

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

16. Create Unique Crant Catalog based on Fund Advisor's interest

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    Madison Leighty supported this idea  ·  Sep 25, 2024

17. Calendar View in CommunitySuite

    11 votes

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    Madison Leighty supported this idea  ·  Sep 25, 2024

18. Reports Permission: Full Access & De-Linking Scheduling Reports

    10 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

19. Profiles: Improve search

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024

20. Permission for Cancelling/Writing Off a Pledge.

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Sep 25, 2024