Settings and activity

281 results found

1. Set both a default email tax receipt and print tax receipt templates by fund

   3 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  ·  Oct 22, 2024

2. Pledge Section/Table in the Fund Statement Template

   8 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  ·  Oct 22, 2024

3. Portal: update breadcrumbs when tab names are changed

   13 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 22, 2024

4. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   46 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 22, 2024

5. Recurring Donations & Tributes

   5 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  ·  Oct 22, 2024

6. Change Grantee in Grant Request to internal fund

   60 votes

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 22, 2024

7. Fund Design - Permission for adding fund images and description(s)

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 22, 2024

8. portal access: details on pages that profiles are viewing

   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

9. Recurring Donation List - show fund in table

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   5 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  ·  Oct 9, 2024

10. API for Constant Contact

    27 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

11. Portal: staff approval option for profile edits

    25 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

12. add a team member to fund steward

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

13. Custom Field on Notes

    41 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

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

    5 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  ·  Oct 9, 2024

15. Campaigns: Option to add all or primary emails to report

    17 votes

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

16. add tasks to dashboard

    5 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  ·  Oct 9, 2024

17. New Portal: ability to select which Interest Types are shown

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

18. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 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  ·  Oct 9, 2024

19. Auto-Format Dates and Phone Numbers for Profile Imports and Bulk Updates

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

20. Ability to edit labels in WORD doc

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024