Settings and activity

75 results found

1. Require Primary Advisor Approval

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Sep 3, 2025

2. It would be great if we were able to sort Fund Fee Types in alphabetical order.

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Sep 3, 2025

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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   Jennifer Brambley supported this idea  ·  Sep 3, 2025

4. Portal: ACH Option

   152 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Sep 3, 2025

5. Bulk Edit - Payment schedule date and grant date

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   86 votes

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   Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Sep 3, 2025

6. Copy Grants

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Brambley commented  ·  Jun 12, 2025  ·  Edit…  ·  Delete…

   It would be very helpful to have the new date populate, or allow us to enter the new date instead of copying the old date.

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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

7. advisor name and giving history for interfund gifts in portal

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

8. Donor Portal

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

9. Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

10. editing scholarship fund

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

11. Custom Fields on Scholarships

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

12. Welcome letter

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

13. export option - Profile/list by date

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

14. campaign budget

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

15. Fund Advisor Tracking Options

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jennifer Brambley commented  ·  Jun 12, 2025  ·  Edit…  ·  Delete…

    This is a great idea! I would love to be able to track how our advisors move through the portal. This would be very valuable.

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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

16. Fund Advisor Portal: Total Grant Distributions in Calendar Year

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

17. Philanthropic Interest to be set on the Fund

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

18. Add search functionality to tasks

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

19. notes

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Jun 12, 2025

20. Approval Function for Grant Requests in Portal

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Brambley commented  ·  Jun 12, 2025  ·  Edit…  ·  Delete…

    I like this idea, but I think it would be best to have an option to select specific funds for this and not have it set for all funds.

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    Jennifer Brambley supported this idea  ·  Jun 12, 2025