Settings and activity

312 results found

1. "Add File" option when creating a Note

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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 26, 2025

2. Online silent auction

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg commented  ·  Aug 26, 2025  ·  Edit…  ·  Delete…

   Would like if this was functional for raffles and for event auction tables, too. Something where the donor could go to the QR code and purchase item immediately. Online functionality, for giving and for tracking by charities using their Portal.

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   Lorna Sandberg supported this idea  ·  Aug 26, 2025

3. "Profile Linked Name" in Opportunities - can it just be a profile name field for reporting?

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Edit…  ·  Delete…  ·  Admin →
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   Lorna Sandberg shared this idea  ·  Aug 22, 2025

4. colour code the Opportunities tables for advisors and connected

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Edit…  ·  Delete…  ·  Admin →
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   Lorna Sandberg shared this idea  ·  Aug 21, 2025

5. Social Media in Profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2025

6. % Probability Field within Opportunities

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2025

7. Nonreported Individual and Household Duplicates

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   Lorna Sandberg supported this idea  ·  Aug 21, 2025

8. receipt donation function shows unposted donations

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2025

9. Fund Advisor Portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2025

10. BCC when Sending Emails From CSuite

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

11. 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

12. 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

13. 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

14. Consolidate fund notifications

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

15. manual fund statements

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

16. pbassil@cfpbmc.org

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

17. 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

18. 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

19. Improving Campaign Visibility and Reporting for Fund Advisors

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    Lorna Sandberg supported this idea  ·  Aug 6, 2025

20. 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