Settings and activity

307 results found

1. BCC when Sending Emails From CSuite

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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

2. organization role automatic change to former

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

3. Opportunity Connected Profile and Professional Advisor Designation

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

4. Linking funds

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

5. Consolidate fund notifications

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

6. manual fund statements

   9 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  ·  Aug 6, 2025

7. pbassil@cfpbmc.org

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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

8. Add Note ID to Global Search

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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  ·  Aug 6, 2025

9. Show Internal Grants on Portal Charts

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

10. Improving Campaign Visibility and Reporting for Fund Advisors

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

11. Printed Fund Statement Letter Template

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

12. Include Opportunities, Fund Advisors, etc. in Ref Name column for note reports

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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  ·  Aug 6, 2025

13. engagement strategies

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

14. Create "Convert to Household" button in campaigns!

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

15. krandall@nccommunityfoundation.org

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

16. Opportunities - Grant files

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

17. Allow fund advisors to see if a grant was anonymous

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

18. Copilot (AI) data integration

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

19. Fund Statement Review Email Body

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

20. aallieri@cfpbmc.org

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 6, 2025