Settings and activity

52 results found

1. Add "Item Dates" to Tax Receipt Fields

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  Aug 12, 2025

2. 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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   Staci Mincks supported this idea  ·  Aug 8, 2025

3. Linking funds

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  Aug 8, 2025

4. manual fund statements

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  Jul 25, 2025

5. Profile Permissions: Separate "Manage Login Info" from "Login As"

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  Jul 22, 2025

6. exposed profile email, phone, address id in Profile Custom Report

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  Jun 23, 2025

7. Alumni

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  Jun 4, 2025

8. Add Salutation as a Required Field to Checkout

   22 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  May 28, 2025

9. Yearly Tax Receipt Templates Download Word.Doc

   27 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  May 28, 2025

10. Grant Letter: Grantee Contact

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  May 28, 2025

11. Grant Confirmation Email: Fund Advisor Salutation

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  May 28, 2025

12. Add Yearly-Tax Receipt to Portal in Files or Statements

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  May 28, 2025

13. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  May 28, 2025

14. Assign Scholarship Letter Templates to Grantee/School Profiles

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  Apr 1, 2025

15. Calendar View in CommunitySuite

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  Jan 27, 2025

16. Include attachments from emails when using the new Outlook Integration.

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  Jan 27, 2025

17. Display age based on birthday

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Staci Mincks commented  ·  Jan 16, 2025  ·  Edit…  ·  Delete…

    Display the calculated age of an individual profile from the date of birth field.

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    Staci Mincks shared this idea  ·  Jan 16, 2025

18. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  Jan 16, 2025

19. Expand capability of "add note to CSuite" Outlook integration

    83 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  Jan 15, 2025

20. Formatting for "Amount" fields in all Content areas

    86 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Staci Mincks supported this idea  ·  Jan 15, 2025