Settings and activity

34 results found

1. Batch print packets for closed requests

   2 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Kara G shared this idea  ·  Jul 23, 2026

2. email - integration with Outlook

   91 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kara G supported this idea  ·  Jun 23, 2026

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

   98 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Kara G supported this idea  ·  Jun 23, 2026

4. board portal

   212 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Kara G supported this idea  ·  Jun 23, 2026

5. salutation

   22 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Kara G supported this idea  ·  Jun 23, 2026

6. Tag More Than One Fund in a Note

   26 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Kara G supported this idea  ·  Jun 23, 2026

7. Mobile application for Fund Advisor Portal

   74 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Kara G supported this idea  ·  Jun 23, 2026

8. Inactive Contact Information - Move or Hide

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   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kara G shared this idea  ·  Jun 23, 2026

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

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kara G supported this idea  ·  Jun 23, 2026

10. Add Tribute to Online Donation Email Body Content

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

11. Auto-Populate Names

    44 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

12. Grant Document Template Field listed in Grant Report

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

13. Reporting

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

14. Show Deleted Profiles in the Log

    39 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

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

    103 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

16. Use organization domain for email communications

    105 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

17. Donation Notification Delay

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Kara G shared this idea  ·  Dec 23, 2025

18. FA Donation notifications should include tribute information

    90 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Kara G supported this idea  ·  Dec 23, 2025

19. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
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    Kara G commented  ·  Jul 11, 2025  ·  Edit…  ·  Delete…

    I would also love to see a text-to-give option through CSuite, perhaps something integrated with an event campaign.

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20. mobile app

    43 votes

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    Planned  ·  9 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kara G commented  ·  Jul 9, 2025  ·  Edit…  ·  Delete…

    I've had a few Fund Advisors ask me about an app, as well.

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    Kara G supported this idea  ·  Jul 9, 2025