Settings and activity

226 results found

1. "Invoice Me" Option for Ticket Purchasers

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 29, 2025

2. Fund Anniversary with Thank You Letter Template

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 29, 2025

3. campaign font

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   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 29, 2025

4. Include Nick Name and Birth Name Fields in Profile Search Results

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

5. Link file to fund

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg commented  ·  Apr 22, 2025  ·  Edit…  ·  Delete…

   Would like to be able to link to more than one fund and more than one profile, for files and notes.

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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

6. Expand Outlook Integration for reading notes & profile details

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

7. Portal: ACH Option

   63 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

8. Fund Reminders

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

9. Create Grant Request Button in Fund Management Portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

10. Printing Fund Statements

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

11. Make the Campaign Ticket Header field HTML code friendly

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    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

12. fund advisor portal image

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

13. Yearly Tax Receipt on Portal

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

14. Profiles Marked as Deceased

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

15. Add Donation URL/Link to Fund Profile

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

16. Make PDF Names customizable

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

17. Alert or Task Pop-Up Reminders

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

18. steward

    5 votes

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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

19. Print Fund Statements ONLY for Primary Fund Advisors

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

20. Set email for login and send email for password

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025