Settings and activity

129 results found

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

   22 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Emily Asboe supported this idea  ·  Apr 8, 2025

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

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Mar 7, 2025

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

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Feb 5, 2025

4. 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

5. Track Fund Milestone Anniversaries

   4 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

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

   9 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

7. 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

8. Indicate required fields with an asterisk

   108 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

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

   7 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

10. 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

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

    5 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

12. Add Salutation as a Required Field to Checkout

    31 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

13. E-Tickets for Events in CSuite

    14 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

14. Personalization of "Make A Donation" button - to display FA's fund only

    4 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

15. Ability to search for opportunities using global search and adding an opportunities search bar

    8 votes

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

16. charity check

    10 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 12, 2024

17. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Emily Asboe supported this idea  ·  Oct 30, 2024

18. 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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    Emily Asboe supported this idea  ·  Oct 30, 2024

19. Login As --Removes user's existing login

    251 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Oct 30, 2024

20. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Oct 30, 2024