Settings and activity

328 results found

1. Opportunities - Grant files

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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

2. Allow fund advisors to see if a grant was anonymous

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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

3. Copilot (AI) data integration

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

4. Fund Statement Review Email Body

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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

5. aallieri@cfpbmc.org

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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

6. Login As --Removes user's existing login

   235 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 22, 2025

7. Multi-Fund Invoice

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 22, 2025

8. move profiles to new campaigns

   3 votes

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

9. Use organization domain for email communications

   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 16, 2025

10. sfuller@wc-cf.org

    4 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  ·  Jul 16, 2025

11. Outlook integration: Improvements for search email function to search more than the "from" field and search more than primary email

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  Jul 14, 2025

12. Make Grant Type and Service Area Required Fields on Grants

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 9, 2025

13. fields on edit grant screen

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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  ·  Jul 9, 2025

14. Grant Award Summary

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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  ·  Jul 9, 2025

15. Add feature to manually split a Giving Hub donation among donors

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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  ·  Jul 8, 2025

16. Show Abandoned Carts on Individual Fund Advisor Page

    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  ·  Jul 8, 2025

17. Outlook integration - need to be able to choose app so you can attach to CSuite as soon as email sent

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  Jul 4, 2025

18. Outlook integration - attach to a fund or funds, profile or profiles and note type, and sticky; create a task

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  Jul 4, 2025

19. Foundant for Outlook add-in: add date to note

    15 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 4, 2025

20. Expand capability of "add note to CSuite" Outlook integration

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 4, 2025