Settings and activity

110 results found

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

   9 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

2. 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

3. Multiple contacts for Organizations

   48 votes

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

4. 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

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

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   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

6. 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

7. All Bulk Update Files Consolidated into a Single Bulk Update File

   9 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

8. Profile Duplicates- Lower Percentage Match

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

9. Custom fields available to sync when merging profiles

   13 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

10. Add Salutation as a Required Field to Checkout

    34 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Amy Staufenberg shared this idea  ·  Nov 4, 2024

11. Dedupe by address and also by "similar" name.

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 28, 2024

12. profiles: display relationship and engagement tab numbers

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    70 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 28, 2024

13. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 28, 2024

14. Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

15. GLM Admin upload of reports submitted via email

    20 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Amy Staufenberg supported this idea  ·  Oct 10, 2024

16. Add payment instructions field to scholarships (Sship ID) that will show on check letters

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

17. Allow Foundation staff to hide an ACTIVE organization in the donor portal.

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

18. Automatically Populate Grantee Contact on Internal Grants

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

19. Create Report that Combines Profiles default report, Profile Log fields and Logs fields

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg shared this idea  ·  Oct 8, 2024

20. Allow edits to password reset email for fund advisor portal

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Sep 23, 2024