Settings and activity

23 results found

1. Financial Filter: Add "Admin Fee Group" and "Admin Fee Type"

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Carly Norman commented  ·  Apr 27, 2026  ·  Edit…  ·  Delete…

   This would be very helpful to the work at our Foundation

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   Carly Norman supported this idea  ·  Apr 27, 2026

2. Full System Audit Trail / User Activity Logs should be mandatory

   60 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Carly Norman supported this idea  ·  Mar 24, 2026

3. Opportunity Notes - Make Custom Field(s) reportable

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Carly Norman supported this idea  ·  Mar 19, 2026

4. Reporting for multiple objects at once

   23 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Carly Norman supported this idea  ·  Feb 26, 2026

5. Top Navigation Bar

   23 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Carly Norman supported this idea  ·  Feb 5, 2026

6. Mobile application for Fund Advisor Portal

   58 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Carly Norman supported this idea  ·  Jan 29, 2026

7. 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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   Carly Norman supported this idea  ·  Aug 18, 2025

8. 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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   Carly Norman supported this idea  ·  May 9, 2025

9. Clear grant requests from fund advisor carts without proxying in as the advisor

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Carly Norman supported this idea  ·  Apr 7, 2025

10. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Apr 3, 2025

11. Develop Login Report that also shows Profiles logging in with PIN

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Jan 17, 2025

12. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Carly Norman supported this idea  ·  Jan 17, 2025

13. FA Donation notifications should include tribute information

    83 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Jan 17, 2025

14. Viewing all notes for a Household profile and any members

    25 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Carly Norman supported this idea  ·  Jan 9, 2025

15. Birthday/Anniversay alerts

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You could create a report with a relative date filter that is sent to your email. That might help with this request!

    Carly Norman supported this idea  ·  Jan 9, 2025

16. Collapse/Expand Files

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Jan 9, 2025

17. bulk complete task

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Jan 9, 2025

18. Notes on Group records

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Jan 9, 2025

19. Foundant for Outlook add-in: add date to note

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Jan 9, 2025

20. When completing a recurring task, provide option to add a note

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Carly Norman supported this idea  ·  Jan 9, 2025