Settings and activity

12 results found

1. An easier way to link a note to multiple funds or profiles

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Brooklyn Coulson commented  ·  Mar 26, 2026  ·  Edit…  ·  Delete…

   This would be super helpful! I was wanting to add a note to a fund profile however I could only link one other profile, despite the note referring to 3 different funds. It's frustrating to duplicate the note just so it's visible in the 3rd fund that couldn't be linked to the original note, and now I will need to go and update the "same note" in two different places as work updates occur.

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   Brooklyn Coulson supported this idea  ·  Mar 26, 2026

2. When copying a fund, provide an option to copy the templates

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Jun 20, 2025

3. Better Notes layout in Reports - include carriage return

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Jun 20, 2025

4. anonymous grant record details from portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Jun 20, 2025

5. copying a grant

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Jun 20, 2025

6. Assign Learning Center Courses to Specific Users

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Jun 20, 2025

7. Giving Hub link for guest Donations to Funds marked Private

   24 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Mar 11, 2025

8. Add Content section for Yearly Tax Receipt emails

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Mar 7, 2025

9. Add Subscribed & Unsubscribed checkboxes within email fields

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Brooklyn Coulson supported this idea  ·  Jan 23, 2025

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    67 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Brooklyn Coulson supported this idea  ·  Jan 23, 2025

11. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Brooklyn Coulson supported this idea  ·  Jan 20, 2025

12. Have the option for a specific fund to not display the "anonymous donation" checkbox when checking out.

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Brooklyn Coulson shared this idea  ·  Jan 2, 2025