Settings and activity

135 results found

1. birthday - option to not include year

   118 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Mar 5, 2024

2. Tribute bucket shows number of tributes needing to be sent in parentheses

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   34 votes

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   10 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Emily Asboe supported this idea  ·  Mar 5, 2024

3. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   67 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Emily Asboe supported this idea  ·  Jan 25, 2024

4. Yearly Tax Receipt Templates Download Word.Doc

   27 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Jan 18, 2024

5. Viewing all notes for a Household profile and any members

   24 votes

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   2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Emily Asboe supported this idea  ·  Dec 21, 2023

6. Household opportunities should show on Individual profiles

   66 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Dec 20, 2023

7. Automated Workflows for Donor Stewardship

   28 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Dec 20, 2023

8. Recurring Grant: Calendar End Date Option

   41 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Emily Asboe supported this idea  ·  Nov 2, 2023

9. Last Donation Date does not reflect accurate last gift date

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Emily Asboe shared this idea  ·  Oct 24, 2023

10. email - integration with Outlook

    89 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Oct 19, 2023

11. Docusign Integration

    150 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Emily Asboe supported this idea  ·  Oct 19, 2023

12. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    33 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Emily Asboe supported this idea  ·  Sep 12, 2023

13. ApplePay, PayPal, Venmo integration

    55 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Emily Asboe supported this idea  ·  Sep 12, 2023

14. Combine credit card fees with the donation amount

    121 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Emily Asboe supported this idea  ·  Aug 7, 2023

15. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Emily Asboe supported this idea  ·  Jan 19, 2023