Settings and activity

35 results found

1. Steward

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Edit…  ·  Delete…  ·  Admin →
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   Joey G. shared this idea  ·  Sep 11, 2025

2. Identify Recurring Donations

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Joey G. supported this idea  ·  Aug 14, 2025

3. Customize Your Information Settings Per Campaign- Individual/Household/Organization

   21 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Joey G. supported this idea  ·  Aug 14, 2025

4. Better Notes layout in Reports - include carriage return

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Joey G. supported this idea  ·  Aug 14, 2025

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

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Joey G. supported this idea  ·  Aug 14, 2025

6. Recurring Grants: Edit Amount

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Joey G. supported this idea  ·  Aug 14, 2025

7. 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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   Joey G. supported this idea  ·  Aug 14, 2025

8. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   73 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Joey G. supported this idea  ·  Jul 3, 2025

9. Return Check

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Joey G. supported this idea  ·  Jun 17, 2025

10. Downloading the Campaign Registration List for Event Check In

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 17, 2025

11. Assign Two Funds to the Same Campaign

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 17, 2025

12. campaign budget

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 17, 2025

13. Mailchimp Tag Syncing from campaigns are adding Do Not Email profiles

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 17, 2025

14. 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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    Joey G. supported this idea  ·  Jun 17, 2025

15. Indicate required fields with an asterisk

    100 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 17, 2025

16. Portal: ACH Option

    102 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 17, 2025

17. Reports: Freeze the column headers

    55 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 11, 2025

18. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 11, 2025

19. Live Credit Card Fee Calculation

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 11, 2025

20. Recurring Gift Alert

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Joey G. supported this idea  ·  Jun 11, 2025