Settings and activity

18 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. Grant Catalog in Left Menu of new Portal

   38 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Mar 26, 2025

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

   19 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

4. Address Validation

   6 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

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

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

6. Opportunity bulk import improvement

   40 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Mackenzee Burton supported this idea  ·  Feb 19, 2025

7. Recurring Alerts on Home Menu

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   100 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

8. Fund Advisor Options - Donations and Grants Emails

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   35 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

9. Simplify/Merge the Grant Request screens

   93 votes

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

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

    209 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 19, 2025

11. Grant Letters - Need Ability to Customize Process & Edit Letters

    66 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 19, 2025

12. Grant Letters on the Portal

    4 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

13. Custom Field on Notes

    37 votes

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

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

    44 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

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

    50 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

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

    59 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 3, 2025

17. Custom Reports: Opportunity Tasks & Notes

    90 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 3, 2025

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

    42 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Mackenzee Burton supported this idea  ·  Feb 3, 2025