Settings and activity

53 results found

1. Customer Open Invoice Statement

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  May 29, 2026

2. Public Name for Internal Grant Funds

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Tori Hart commented  ·  May 4, 2026  ·  Edit…  ·  Delete…

   This came up again in conversation for us the other day, so wanted to comment to give it traction and visibility. This is still critical for us!

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   Tori Hart commented  ·  Jul 21, 2025  ·  Edit…  ·  Delete…

   This field would be relevant to both our tax receipt templates as well as our Fund Statement templates.

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   Tori Hart shared this idea  ·  Jan 21, 2025

3. Assign existing profile note to an opportunity

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Apr 16, 2026

4. unused check

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Mar 5, 2026

5. Pay email for customer invoices

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Mar 5, 2026

6. Task Reports Not Connected to Opportunity

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Feb 17, 2026

7. Report Editing

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tori Hart commented  ·  Feb 2, 2026  ·  Edit…  ·  Delete…

   Yes, I would love to be able to assign editing rights to other users and similarly would love the ability to be able to pick and choose which users to share reports with rather than the current all or nothing.

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   Tori Hart supported this idea  ·  Feb 2, 2026

8. Allow Vouchers to be placed on-hold

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Dec 16, 2025

9. Use organization domain for email communications

   100 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Nov 26, 2025

10. Duplicate Issue -- Accents

    24 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Nov 26, 2025

11. 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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    Tori Hart supported this idea  ·  Nov 26, 2025

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

    15 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » CRM  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Nov 26, 2025

13. Add New CSuite Profile Matching Options

    38 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Nov 26, 2025

14. USPS Address Validation - Spell out city name

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    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Nov 26, 2025

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

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Nov 26, 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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    Tori Hart supported this idea  ·  Nov 26, 2025

17. Add Salutation as a Required Field to Checkout

    33 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Nov 26, 2025

18. 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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    Tori Hart supported this idea  ·  Nov 26, 2025

19. Tax Class as way to globally remove organizations from portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Nov 20, 2025

20. Copy Note to an Opportunity

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Nov 20, 2025