Settings and activity

91 results found

1. Identify Recurring Donations

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jun 4, 2025

2. Recurring Gift Alert

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jun 4, 2025

3. Add Content section for Yearly Tax Receipt emails

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jun 4, 2025

4. Automatically Post Recurring Donations

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jun 4, 2025

5. Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jun 4, 2025

6. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Apr 8, 2025

7. Customize Your Information Settings Per Campaign- Individual/Household/Organization

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Apr 8, 2025

8. Add functionality to Import bulk Year-End Receipts to Giving Hub (Donor Portal)

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Mar 7, 2025

9. Add Yearly-Tax Receipt to Portal in Files or Statements

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Feb 5, 2025

10. Option to delete more than one report at a time

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 25, 2024

11. Add Household Steward as a field in custom reports

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 13, 2024

12. Track Fund Milestone Anniversaries

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

13. 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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    Emily Asboe supported this idea  ·  Nov 12, 2024

14. portal style

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

    
    

    Emily Asboe supported this idea  ·  Nov 12, 2024

15. Indicate required fields with an asterisk

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

16. It would be helpful if anonymous grants were marked in red.

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

17. Return to PROFILE instead of campaign when deleting from campaign

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

18. Use today's technology to post donations from scanned images to eliminate manual data entry.

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

19. Add Salutation as a Required Field to Checkout

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024

20. E-Tickets for Events in CSuite

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Nov 12, 2024