Settings and activity

328 results found

1. 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

2. % Probability Field within Opportunities

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2025

3. Nonreported Individual and Household Duplicates

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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

4. 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

5. Fund Advisor Portal

   4 votes

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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

6. BCC when Sending Emails From CSuite

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   Lorna Sandberg supported this idea  ·  Aug 6, 2025

7. organization role automatic change to former

   8 votes

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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

8. Opportunity Connected Profile and Professional Advisor Designation

   5 votes

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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

9. Linking funds

   7 votes

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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

10. Consolidate fund notifications

    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  ·  Aug 6, 2025

11. manual fund statements

    11 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

12. pbassil@cfpbmc.org

    11 votes

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

13. Add Note ID to Global Search

    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  ·  Aug 6, 2025

14. Show Internal Grants on Portal Charts

    3 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

15. Improving Campaign Visibility and Reporting for Fund Advisors

    2 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 6, 2025

16. Printed Fund Statement Letter Template

    3 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  ·  Aug 6, 2025

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

    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  ·  Aug 6, 2025

18. engagement strategies

    2 votes

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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

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

    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 6, 2025

20. krandall@nccommunityfoundation.org

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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