Settings and activity

23 results found

1. Reporting for multiple objects at once

   24 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 6, 2026

2. Don't Require a Primary Fund Advisor

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 6, 2026

3. Add "Primary" Fund Advisor as Reportable Field

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   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 6, 2026

4. Recurrring Donation - Last Donation Date

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   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 6, 2026

5. Donation Totals under Donations Tab of Donor Profile

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Jul 6, 2026

6. Improve donor rollup reports

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 1, 2026

7. Donor Rollup Report Enhancement

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 1, 2026

8. Last Note/Task Date on Donor Report

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 1, 2026

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

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 1, 2026

10. donation type on donor profile

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    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 1, 2026

11. Show Cancelled on Promise Status or Allow Deletion of Record

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Michelle Schneider commented  ·  Jun 24, 2026  ·  Edit…  ·  Delete…

    Correction... It is when you are looking at the Pledge Tab on the Donor Profile where it shows the cancelled promise record as Paid with a $0 balance.

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    Michelle Schneider shared this idea  ·  Jun 24, 2026

12. Last Donation Date does not reflect accurate last gift date

    120 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 24, 2026

13. Email Confirmation for Pledge Form Submissions

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 24, 2026

14. Pledge Reporting - Custom Reports

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 24, 2026

15. Pledge Section/Table in the Fund Statement Template

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 24, 2026

16. Edit a Pledge

    24 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 24, 2026

17. Allow Word Version of Pledge / Promise Payment Letter

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Edit…  ·  Delete…  ·  Admin →
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    Michelle Schneider shared this idea  ·  Apr 1, 2026

18. Pledge Balances in Custom Reports

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Apr 1, 2026

19. Pledge Reporting

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Apr 1, 2026

20. 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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    Michelle Schneider supported this idea  ·  Jan 28, 2026