Settings and activity

228 results found

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

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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

2. Link file to fund

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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

3. Expand Outlook Integration for reading notes & profile details

   5 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

4. Portal: ACH Option

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

5. Campaign bulk options

   6 votes

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

6. 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

7. 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

8. 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

9. Make the Campaign Ticket Header field HTML code friendly

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   7 votes

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

10. 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

11. Yearly Tax Receipt on Portal

    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  ·  Apr 22, 2025

12. Notes: collapse and expand

    8 votes

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

13. 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

14. Add Donation URL/Link to Fund Profile

    7 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

15. Make PDF Names customizable

    7 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

16. Alert or Task Pop-Up Reminders

    8 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

17. steward

    3 votes

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

18. 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

19. 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

20. Add closed funds to fund advisor designation

    2 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