Settings and activity

166 results found

1. online donations creating new profiles each time

   60 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

   Anne Reid supported this idea  ·  Aug 6, 2025

2. Wealth search third party software to integrate with CSuite

   24 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

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

   25 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

4. bank investments integration

   26 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

5. Bring back sold amount option for tax receipts

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

6. Tax Receipts: Separate fields for Donor profile and Donation Advisor

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

7. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   28 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

8. Sort Feature on Bank Reconciliation

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

9. Detail Trial Balance - Add to Left Menu

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 6, 2025

10. Print column headings on multiple pages of pdf reports from "print page"

    37 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

11. 1099 - Add Mailing Address to Report

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

12. An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

13. Record photo covers file type

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

14. Record photo covers file type

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

15. Add Profile Type Field to the Profile Creation Interface

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

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

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

17. Bio field on primary profile page

    19 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

18. Multiple contacts for Organizations

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Anne Reid supported this idea  ·  Aug 6, 2025

19. Add Content section for Yearly Tax Receipt emails

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025

20. Automated Workflows for Donor Stewardship

    28 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 6, 2025