Settings and activity

28 results found

1. Interfund transfer and promises

   13 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Samantha Skipton commented  ·  Jan 28, 2026  ·  Edit…  ·  Delete…

   YES, THIS! Just like linking to a campaign, we need to be able to link the donation from an interfund transfer to a promise. If it says "Proposed Idea", what does that mean as far as timeline and when we will see it on the roadmap?

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   Samantha Skipton supported this idea  ·  Jan 28, 2026

2. Edit a Pledge

   22 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Jan 28, 2026

3. 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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   Samantha Skipton shared this idea  ·  Aug 14, 2025

4. 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

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

   265 votes

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   Proposed Idea  ·  40 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

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

   93 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

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

   108 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

8. Automatically Post Recurring Donations

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 5, 2025

9. Hide/Archive Option for Templates

   11 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 26, 2025
   Samantha Skipton shared this idea  ·  Feb 24, 2025

10. Automatically Populate Grantee Contact on Internal Grants

    12 votes

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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

11. List Cart Emails

    13 votes

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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

12. Report Editing

    3 votes

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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

13. 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

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

    28 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

15. Saving Yearly Tax Receipts to Profiles

    5 votes

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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

16. Merge Funds

    8 votes

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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

17. Enhancement to Abandoned Cart Email Frequency

    15 votes

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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

18. deceased

    18 votes

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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

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

    22 votes

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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

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

    6 votes

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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