Settings and activity

141 results found

1. reports

   32 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Carol Reynolds commented  ·  Jul 7, 2026  ·  Edit…  ·  Delete…

   As an example, I just generated several reports that we use to create our annual report campaign. It would be GRAND if I could group them all there and maybe lock them down!

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   Carol Reynolds supported this idea  ·  Jul 7, 2026

2. Profile type directory suggested improvements

   14 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Carol Reynolds shared this idea  ·  Jun 25, 2026

3. It would be helpful if Admin could copy a question from one process to the other.

   49 votes

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   3 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Carol Reynolds supported this idea  ·  Jun 5, 2026

4. Pop-up message

   24 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 5, 2026

5. Word Document Option for Donation Receipt Envelopes

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 5, 2026

6. Hyperlinks to Reports

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 5, 2026

7. Event Registrant Email Reminder

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 5, 2026

8. Customize Event/Ticket Registration Fields

   31 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 5, 2026

9. Add New CSuite Profile Matching Options

   39 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Carol Reynolds supported this idea  ·  Jun 5, 2026

10. Correct Format for Fund Steward Name on Fund Statements

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

11. Multi-fund vouchers

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

12. salutation

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

13. Auto-Populate Names

    41 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

14. Email History Button - New Applicant Dashboard

    28 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

15. Create VIEW ONLY proxy / "login as" permission

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

16. Mobile application for Fund Advisor Portal

    70 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

17. Full System Audit Trail / User Activity Logs should be mandatory

    76 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Jun 5, 2026

18. aallieri@cfpbmc.org

    •  

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Nov 20, 2025

19. Checks Content - Remove Detail Attachment

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Nov 20, 2025

20. New Look

    24 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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    Carol Reynolds supported this idea  ·  Nov 20, 2025