Settings and activity

77 results found

1. Mailchimp and Newsletter Opt In

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

2. Description: We would like to request native DocuSign integration within CommunitySuite (CSuite). Currently, DocuSign integration appears to

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

3. birthday notifications

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

4. bank reconciliation radio button

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

5. List both Individual and Household opportunities under Household profile

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

6. Student Name Display on Scholarship Record

   20 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

7. Chart of Accounts

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

8. Add file Share Options

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

9. Grant Payment Date vs. Check Date

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

10. Timestamps on Opportunity Stages

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

11. Allow deceased profiles to be added as donation advisor

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

12. When entering donations it would be nice if the process button was at the bottom of the screen instead of in the middle so you don't have to

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

13. Single Year End Receipt for Recurring Donations

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

14. password

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

15. Require Primary Advisor Approval

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

16. Add "Outstanding Loan Balance" Field to Loan Templates and Reports

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

17. Fund List Group Count

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

18. 1099 - Add Mailing Address to Report

    56 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

19. An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026

20. Connected Profiles in Notes

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  May 14, 2026