Settings and activity

104 results found

1. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

2. Duplicate Issue -- Accents

   24 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

3. Indicate required fields with an asterisk

   111 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

4. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   70 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

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

   90 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

6. Custom Reports: Opportunity Tasks & Notes

   114 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

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

   94 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

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

   267 votes

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   Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

9. Portal: ACH Option

   142 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jun 4, 2025

10. Upload Ids - Expand Report Types

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  May 13, 2025

11. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  May 13, 2025

12. Custom Reporting: Portal Edit Report

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  May 13, 2025

13. Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  May 13, 2025

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

    26 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  May 13, 2025

15. Export donor and fund advisor data in grants tab - grantee portal

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Feb 5, 2025

16. Allow Profile Edit on a Per Designation Basis

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Feb 4, 2025

17. Multiple contacts for Organizations

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Amy Staufenberg supported this idea  ·  Jan 16, 2025

18. Hide Inactive Org Role and Profile Link or Reorganize Structure to make easier to read

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    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jan 16, 2025

19. Display Org Role detail (active, dates on profiles)

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    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  ·  Jan 16, 2025

20. Add option to filter assigned tasks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jan 16, 2025