Settings and activity

90 results found

1. 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

2. 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

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

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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

4. Automated Workflows for Donor Stewardship

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Aug 1, 2025

5. Multiple Email Options for Communications

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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

6. 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

7. 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

8. Add “Last Login” Field to Reporting and CSV Export for Fund Advisors

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025

9. Drop down list Icon on Previous Grantees

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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

10. 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

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

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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

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

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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

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

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    33 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025

14. Add the 'Log' Menu item to every screen that has data on it.

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jun 12, 2025

15. Bio field on primary profile page

    17 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jun 12, 2025

16. Option to rename "login" button for Portal

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    33 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer commented  ·  Jun 12, 2025  ·  Edit…  ·  Delete…

    Agreed - this button is very confusing and I think clarifying this is important.

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    Eyerusalem Gehringer supported this idea  ·  Jun 12, 2025

17. Change steward on household should ask to change on household members

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer shared this idea  ·  Jun 12, 2025

18. Add search functionality to tasks

    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  ·  Jun 11, 2025

19. grant request notification - more info

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer commented  ·  Jun 10, 2025  ·  Edit…  ·  Delete…

    Agreed - this update made the notification so helpful but a few more details like fund name and description would make it even more functional.

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    Eyerusalem Gehringer supported this idea  ·  Jun 10, 2025

20. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

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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  ·  Jun 10, 2025