Settings and activity

29 results found

1. Portal: ACH Option

   79 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

2. Add "Primary" Fund Advisor as Reportable Field

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   26 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

3. Include Nick Name and Birth Name Fields in Profile Search Results

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

4. Custom Field on Notes

   40 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

5. Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

   16 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

6. Add the 'Log' Menu item to every screen that has data on it.

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

7. 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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   Frannie Powers supported this idea  ·  Mar 20, 2025

8. Ability to edit Profile Fund Link categories versus deleting and relinking

   46 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

9. Unwanted Updates to Bank Reconcile

   32 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Mar 20, 2025

10. Recurring Alerts on Home Menu

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    101 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Mar 20, 2025

11. Toggle off closed accounts in bank reconcile

    38 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Mar 20, 2025

12. Indicate required fields with an asterisk

    92 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Mar 20, 2025

13. Custom Reports: Opportunity Tasks & Notes

    99 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Mar 20, 2025

14. Editable Unique URL for Funds

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Nov 26, 2024

15. Flag Duplicate Addresses

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Oct 14, 2024

16. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Oct 14, 2024

17. GLM/SLM changes syncing with csuite profiles

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Oct 14, 2024

18. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Oct 14, 2024

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

    222 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Oct 9, 2024

20. Donation/events check out page: remove option to donate/ register as organization

    3 votes

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

    You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

    Frannie Powers supported this idea  ·  Aug 14, 2024