Settings and activity

14 results found

1. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Mar 27, 2025

2. Include attachments from emails when using the new Outlook Integration.

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Mar 26, 2025

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

   24 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

4. Opportunity bulk import improvement

   43 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

5. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

6. Fund Advisor Options - Donations and Grants Emails

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

7. Simplify/Merge the Grant Request screens

   104 votes

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

8. Login As --Removes user's existing login

   235 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

9. Grant Letters on the Portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Mackenzee Burton shared this idea  ·  Feb 19, 2025

10. Ability to edit Profile Fund Link categories versus deleting and relinking

    59 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 3, 2025

11. Portal: Display donor mailing label or recognition name instead of name

    61 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 3, 2025

12. Expand capability of "add note to CSuite" Outlook integration

    83 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 3, 2025

13. Custom Reports: Opportunity Tasks & Notes

    106 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 3, 2025

14. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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    58 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 3, 2025