Settings and activity

89 results found

1. Ability to edit "Who" when first entering a note

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer commented  ·  Oct 2, 2025  ·  Edit…  ·  Delete…

   I would like toa dd that it would be create for note imports to also indicate the who. This would make the workflow for staff entering notes for other staff much easier.

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   Eyerusalem Gehringer supported this idea  ·  Oct 2, 2025

2. Link grant to opportunity

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer shared this idea  ·  Oct 2, 2025

3. aallieri@cfpbmc.org

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Sep 25, 2025

4. Linking profiles to funds- multiple links at a time

   59 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Sep 18, 2025

5. Opening a DAF

   11 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Sep 18, 2025

6. Syncing a Csuite campaign into an already existing Mailchimp tag

   34 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Sep 18, 2025

7. Separate "Create" and "Link Profiles" in Permissions

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Aug 21, 2025

8. Move Add Opportunities to the Engagement tab

   18 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Aug 21, 2025

9. Grant Request Notes should create a flag in backend so we know there are special instructions on a grant request

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Edit…  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer shared this idea  ·  Aug 11, 2025

10. Campaign field on donation report

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Edit…  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer shared this idea  ·  Aug 11, 2025

11. Allow fund advisors to see if a grant was anonymous

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer shared this idea  ·  Aug 5, 2025

12. Automated Workflows for Donor Stewardship

    25 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Aug 1, 2025

13. Multiple Email Options for Communications

    34 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Aug 1, 2025

14. Prevent sending grant notify email when we void and reissue Grant to the fund advisor

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer shared this idea  ·  Aug 1, 2025

15. Import Profile Fund Relationships in Bulk

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Edit…  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer shared this idea  ·  Jul 21, 2025

16. Drop down list Icon on Previous Grantees

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    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025

17. Outlook integration - attach to a fund or funds, profile or profiles and note type, and sticky; create a task

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025

18. Outlook integration - need to be able to choose app so you can attach to CSuite as soon as email sent

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025

19. Outlook integration: Improvements for search email function to search more than the "from" field and search more than primary email

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025

20. Add Email address "Other Detail" to a reporting object.

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    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025