Settings and activity

104 results found

1. Include Nick Name and Birth Name Fields in Profile Search Results

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg commented  ·  Feb 5, 2026  ·  Edit…  ·  Delete…

   Please also include the salutation field in search results.

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   Amy Staufenberg shared this idea  ·  Feb 24, 2025

2. Nonreported Individual and Household Duplicates

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Feb 5, 2026

3. aallieri@cfpbmc.org

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Feb 5, 2026

4. Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche

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   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Amy Staufenberg commented  ·  Feb 2, 2026  ·  Edit…  ·  Delete…

   I agree. If we could see the addresses of the possible matches, we could process these grants much more quickly! Please add an address column to the list of possible matches.

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   Amy Staufenberg supported this idea  ·  Feb 2, 2026

5. Copilot (AI) data integration

   11 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Oct 21, 2025

6. background

   34 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg commented  ·  Oct 21, 2025  ·  Edit…  ·  Delete…

   I agree, we have a staff member a vision issue, and the current light colors make it very challenging for them to see the sections and menus in csuite.

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   Amy Staufenberg supported this idea  ·  Oct 21, 2025

7. Alphabetize Process Dropdown

   16 votes

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   Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Oct 21, 2025

8. Add New CSuite Profile Matching Options

   30 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg commented  ·  Sep 23, 2025  ·  Edit…  ·  Delete…

   In Campaigns, when typing a campaign event guest’s name into the Add Profile Campaign Guest field, CSuite searches and gives you a list of all the profiles associated with the name/info you typed in. You can then choose one of those existing profiles, or create a new guest name. We would like the same options to exist when adding a new csuite profile – when you type in a name, it returns results for any profile associated with that name/info and you can choose to use one of those, or create a new profile.

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   Amy Staufenberg shared this idea  ·  Sep 3, 2025

9. Unwanted Updates to Bank Reconcile

   48 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Sep 23, 2025

10. Add the Ability to Reserve/Assign Incoming Grants to Staff Members

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg shared this idea  ·  Sep 11, 2025

11. GLM/SLM Syncing to CSuite - Add Manual Profile Match Option

    10 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Amy Staufenberg shared this idea  ·  Sep 3, 2025

12. Historic Fund Balance in custom reporting

    5 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

13. Pop-up Communications for Fund Advisors that show in the Portal

    45 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

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

    99 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

15. payment date

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

16. Bulk Edit - Payment schedule date and grant date

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    86 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

17. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

18. Custom Field Type - number option

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

19. Ability to edit Profile Fund Link categories versus deleting and relinking

    64 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025

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

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    43 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 15, 2025