Settings and activity

289 results found

1. Make PDF Names customizable

   9 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

2. Alert or Task Pop-Up Reminders

   10 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

3. Print Fund Statements ONLY for Primary Fund Advisors

   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

4. Set email for login and send email for password

   4 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

5. Add closed funds to fund advisor designation

   3 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

6. "Inactive/active" donor data in portal

   7 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

7. Loans between 2 Funds

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 26, 2024

8. Font styling needs to be added to CSS

   10 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 19, 2024

9. Opening a DAF

   13 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

10. API for Constant Contact

    36 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 19, 2024

11. checkout - event options for non ticket options

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    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 19, 2024

12. Indicate fund balance has been reduced by pending grants on the fund

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 19, 2024

13. Pop-up Communications for Fund Advisors that show in the Portal

    45 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 19, 2024

14. Donation/events check out page: remove option to donate/ register as organization

    3 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

    Lorna Sandberg supported this idea  ·  Aug 19, 2024

15. add a team member to fund steward

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 19, 2024

16. Collapse/Expand Files

    7 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  ·  Jul 25, 2024

17. Attach Tasks to Profiles

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 16, 2024

18. Reports: Freeze the column headers

    57 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 21, 2024

19. Annual grant letter for an organization - customized merge fields

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Lorna Sandberg supported this idea  ·  Jun 18, 2024

20. mobile app

    38 votes

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    Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024