Settings and activity

103 results found

1. Opportunity Connected Profile and Professional Advisor Designation

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Paul Tomkins shared this idea  ·  Jul 23, 2025

2. Live Credit Card Fee Calculation

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   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jul 22, 2025

3. Merge fields for email receipts

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jul 22, 2025

4. Hide/Archive Option for Templates

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jul 22, 2025

5. Use organization domain for email communications

   90 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jul 21, 2025

6. Grant Notify for Internal Grants

   42 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jul 2, 2025

7. new fund advisor

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jul 2, 2025

8. Assign Learning Center Courses to Specific Users

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jun 20, 2025

9. measure number of visitors / analytics

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Jun 18, 2025

10. Bulk reassign tasks

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jun 16, 2025

11. Option for online donation processing fee to be mandatory

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Jun 3, 2025

12. Donor Portal should display only posted donations

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  May 19, 2025

13. Add the ability to import custodial statements

    4 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Apr 7, 2025

14. Separate "hide description" for Donations vs Grants

    13 votes

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    Proposed Idea  ·  4 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

15. Column Spacing for Fund Statement List on Portal

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    40 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

16. Discount Codes for Event Tickets

    18 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 12, 2025

17. Bank Reconcile - Reconcile List button within the reconciliation

    7 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

18. Pay Email Address for EFT Grant Notifications

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 12, 2025

19. Reclass transactions and 1099 Reporting

    8 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

20. 1099 - Add Mailing Address to Report

    55 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