Settings and activity

33 results found

1. Allow edits to password reset email for fund advisor portal

   39 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Aug 20, 2025

2. Would love to be able to set the default dashboard period

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   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Aug 12, 2025

3. 1099 - Add Mailing Address to Report

   51 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Aug 12, 2025

4. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   39 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Aug 12, 2025

5. Attach a file to fund statements

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Aug 12, 2025

6. Fund Statement Review Email Body

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Aug 12, 2025

7. Portal: ACH Option

   114 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Jul 22, 2025

8. 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

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

   13 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

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

    15 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

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

    24 votes

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

12. 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

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

    60 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

14. Unwanted Updates to Bank Reconcile

    44 votes

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

15. Recurring Alerts on Home Menu

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    103 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

16. Toggle off closed accounts in bank reconcile

    43 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

17. Indicate required fields with an asterisk

    104 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

18. Custom Reports: Opportunity Tasks & Notes

    110 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

19. 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

20. Flag Duplicate Addresses

    26 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