Settings and activity

28 results found

1. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Samantha Skipton shared this idea  ·  Aug 14, 2025

2. Fund Anniversary with Thank You Letter Template

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Samantha Skipton shared this idea  ·  Apr 28, 2025

3. Login As --Removes user's existing login

   245 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Samantha Skipton commented  ·  Mar 24, 2025  ·  Edit…  ·  Delete…

   Piggybacking off of this post - can there be a "view only" option for staff to login as? For audit purposes, we are hesitant to allow multiple donor support staff use this feature, which is critical to their job. If we knew it was view only - we could allow more staff to use this function. Thanks so much. I made this idea it's own post - but didn't get much traction.

   Also, love the sandbox idea mentioned previously.

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   Samantha Skipton supported this idea  ·  Feb 7, 2025

4. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   81 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 24, 2025

5. Donor Portal Financials - Only Allow Reporting on Closed Periods

   103 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 24, 2025

6. Automatically Post Recurring Donations

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 5, 2025

7. Hide/Archive Option for Templates

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 26, 2025
   Samantha Skipton shared this idea  ·  Feb 24, 2025

8. Automatically Populate Grantee Contact on Internal Grants

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 26, 2025

9. List Cart Emails

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 26, 2025

10. Report Editing

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Samantha Skipton shared this idea  ·  Feb 26, 2025

11. Link Internal Grants and corresponding Internal Donations in custom report

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 26, 2025

12. Set Grant Letter When Creating Grant, not have to edit then set grant letter

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 26, 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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    Samantha Skipton supported this idea  ·  Feb 24, 2025

14. Saving Yearly Tax Receipts to Profiles

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

15. Merge Funds

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

16. Enhancement to Abandoned Cart Email Frequency

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

17. deceased

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 11, 2025

18. Customize Your Information Settings Per Campaign- Individual/Household/Organization

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 7, 2025

19. View Only permission option for Log In As in New Portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Samantha Skipton shared this idea  ·  Feb 7, 2025

20. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Samantha Skipton supported this idea  ·  Jan 15, 2025