Settings and activity

37 results found

1. Toggle off closed accounts in bank reconcile

   39 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 7, 2025

2. Donor Portal Financials - Only Allow Reporting on Closed Periods

   97 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 7, 2025

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

   65 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 7, 2025

4. Profiles Marked as Deceased

   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Mar 28, 2025

5. Open Scholarship Bucket

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   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Mar 28, 2025

6. Column Spacing for Fund Statement List on Portal

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   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Mar 28, 2025

7. Hide/Archive Option for Templates

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 24, 2025

8. Custom Reports: Opportunity Tasks & Notes

   100 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 24, 2025

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

   224 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 24, 2025

10. Fund Advisor Options - Donations and Grants Emails

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    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 14, 2025

11. 1099 - Add Mailing Address to Report

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 14, 2025

12. deceased

    17 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 12, 2025

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

    55 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025

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

    70 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025

15. View Only permission option for Log In As in New Portal

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025

16. open books need a warning or a password

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025

17. Enhance Budgeting Tools - Scenarios, Forecasts

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025

18. Budget % Over year automation

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025

19. Rename one financial report on new print option

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025

20. Budget Reporting

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 7, 2025