Settings and activity

86 results found

1. 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

2. 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

3. 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

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

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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

5. 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

6. 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

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

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   31 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Jul 15, 2025

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

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Eyerusalem Gehringer supported this idea  ·  Jun 12, 2025

9. Bio field on primary profile page

   14 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

10. 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

11. 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

12. Add search functionality to tasks

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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

13. grant request notification - more info

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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

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

    8 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 10, 2025

15. New Quick Reference Guide - Allow Users to Edit/Customize

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer commented  ·  Jun 10, 2025  ·  Edit…  ·  Delete…

    It would also be great if we could have our custom fields and descriptions to show up on the quick reference so that those are explained on the same page.

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    Eyerusalem Gehringer supported this idea  ·  Jun 10, 2025

16. "Send Login Email" from Profile Login Info

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jun 10, 2025

17. Fund Advisor Tracking Options

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  Jun 10, 2025

18. When copying a fund, provide an option to copy the templates

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer shared this idea  ·  May 19, 2025

19. Upload IDs - Legacy Profile Code

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  May 19, 2025

20. Import Org Roles

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Eyerusalem Gehringer supported this idea  ·  May 19, 2025