Settings and activity

330 results found

1. Opportunity Task Notes Should Display in Fund Notes Tab When Fund is Selected

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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 8, 2026

2. Enforce or Guide Household Naming Conventions in Giving Hub

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 8, 2026

3. Grant Notify - make this setting fund specific

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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 8, 2026

4. double the donation

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 8, 2026

5. Expand Special Character Support in CSuite Password Policy

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 8, 2026

6. An easier way to link a note to multiple funds or profiles

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg shared this idea  ·  Mar 25, 2026

7. Opportunity Notes - Make Custom Field(s) reportable

   20 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  ·  Mar 20, 2026

8. @mentions

   3 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  ·  Mar 20, 2026

9. Task Description Field

   4 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  ·  Mar 5, 2026

10. Create VIEW ONLY proxy / "login as" permission

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Mar 5, 2026

11. Connected Profiles in Notes

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    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  ·  Mar 5, 2026

12. Single Year End Receipt for Recurring Donations

    4 votes

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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  ·  Feb 25, 2026

13. Fund List Group Count

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 24, 2026

14. Timestamps on Opportunity Stages

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 24, 2026

15. Fund Relationship Fields

    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  ·  Feb 24, 2026

16. text message to notify fund advisors of grants and donations

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 18, 2026

17. Tag More Than One Fund in a Note

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 18, 2026

18. Add "planned giver" and "prospect" designations

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 18, 2026

19. Add Donation Type: Properties

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 18, 2026

20. Internal Grants in Bulk

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Feb 18, 2026