Settings and activity

61 results found

1. Ability to hide "out of the box" fields

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter shared this idea  ·  Jan 15, 2026

2. Data Visualization Export Permissions

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

3. Collapse/Expand Files

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

4. "Add File" option when creating a Note

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   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

5. Default theme in data visualization tool

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

6. List both Individual and Household opportunities under Household profile

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

7. task list show profile name

   12 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

8. Alert or Task Pop-Up Reminders

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

9. Copilot (AI) data integration

   13 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

10. Need to easily confirm data within the Data Visualization Tool

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

11. Select users to share custom reports with instead of sharing with everyone

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

12. Sending emails in csuite

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    13 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A rich text editor was released on 9/12/2024. Here is the release note:

    Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

13. % Probability Field within Opportunities

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

14. Edit Custom Report Title/Name

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

15. Automatic Emails for Opportunities using Stages as Triggers

    14 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

16. Visual Presentations Using Charts (with GL data)

    19 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

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

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

18. Viewing all notes for a Household profile and any members

    25 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

19. reports

    32 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026

20. 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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    Amber Mekush-Harter supported this idea  ·  Jan 15, 2026