Settings and activity

83 results found

1. Add the ability to import custodial statements

   5 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Apr 7, 2025

2. Fix Suggestion: Hide Descriptions Functionality in the new Portal

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins commented  ·  Apr 2, 2025  ·  Edit…  ·  Delete…

   Agreed. It would also be nice to not have just a blank description column if we choose to hide them.

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   Paul Tomkins supported this idea  ·  Apr 2, 2025

3. Column Spacing for Fund Statement List on Portal

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   30 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Apr 2, 2025

4. Affiliate Portal Logo

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Affiliate/Supporting Orgs  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 26, 2025

5. Selected left navigation tab to stay a different color

   47 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 24, 2025

6. Discount Codes for Event Tickets

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 12, 2025

7. Bank Reconcile - Reconcile List button within the reconciliation

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins shared this idea  ·  Mar 12, 2025

8. Pay Email Address for EFT Grant Notifications

   57 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 12, 2025

9. Reclass transactions and 1099 Reporting

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

10. 1099 - Add Mailing Address to Report

    39 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

11. 1099 Indicator box bulk update

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

12. vendor custom field

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

13. Enhancement to Abandoned Cart Email Frequency

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

14. Unwanted Updates to Bank Reconcile

    18 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

15. Portal: ACH Option

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

16. Toggle off closed accounts in bank reconcile

    26 votes

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

17. Distribution start date

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 12, 2025

18. Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 12, 2025

19. Simplify/Merge the Grant Request screens

    79 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 12, 2025

20. Donor Portal Logout Page

    28 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 6, 2025