Settings and activity

79 results found

1. mobile app

   39 votes

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   Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

2. Abandoned Cart Email: Option to select who to send email to

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

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

   64 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

4. 1099 - Add Mailing Address to Report

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 20, 2025

5. profiles: display relationship and engagement tab numbers

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   70 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 5, 2025

6. 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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   Madeline Bennett supported this idea  ·  Feb 5, 2025

7. Indicate required fields with an asterisk

   112 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 5, 2025

8. Expand capability of "add note to CSuite" Outlook integration

   99 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Madeline Bennett supported this idea  ·  Feb 5, 2025

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

   268 votes

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   Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Madeline Bennett commented  ·  Feb 5, 2025  ·  Edit…  ·  Delete…

   This is critical for daily use of CSuite. Please allow us to proxy as seamless as possible.

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   Madeline Bennett supported this idea  ·  Nov 12, 2024

10. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Nov 26, 2024

11. Custom Reports: Opportunity Tasks & Notes

    116 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Nov 22, 2024

12. fund balance on fund history page

    31 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Madeline Bennett commented  ·  Oct 2, 2024  ·  Edit…  ·  Delete…

    We just recently had a workshop for our nonprofits. They asked if the "export fund balances" excel sheet on the portal could populate the date of the pull as well as the balances. Definitely need this!!

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    Madeline Bennett supported this idea  ·  Oct 2, 2024

13. 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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    Madeline Bennett supported this idea  ·  Apr 9, 2024

14. Organization's name in event ticket

    61 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

15. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Madeline Bennett supported this idea  ·  Apr 9, 2024

16. 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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    Madeline Bennett supported this idea  ·  Apr 9, 2024

17. FA Donation notifications should include tribute information

    82 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

18. birthday - option to not include year

    119 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madeline Bennett supported this idea  ·  Apr 9, 2024

19. board portal

    208 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Madeline Bennett supported this idea  ·  Apr 9, 2024