Settings and activity

49 results found

1. Move Add Opportunities to the Engagement tab

   12 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Aug 27, 2025

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

   42 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman commented  ·  Aug 15, 2025  ·  Edit…  ·  Delete…

   We agree - we would love for a way to bring key information to a fund advisor's attention. A content area would work well too - the or ability to add an external "alert" to the portal so fund advisors would see it.

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   Laurel Shulman supported this idea  ·  Feb 18, 2025

3. Custom Field Type - number option

   33 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Aug 15, 2025

4. Vendor Permissions Separate From Profile Permissions

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Aug 15, 2025

5. Show Deleted Profiles in the Log

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Aug 15, 2025

6. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

   13 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Aug 12, 2025

7. 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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   Laurel Shulman supported this idea  ·  Aug 11, 2025

8. Use organization domain for email communications

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Aug 11, 2025

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

   81 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Aug 11, 2025
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   Laurel Shulman commented  ·  Feb 18, 2025  ·  Edit…  ·  Delete…

   We love the outlook integration! We really want to see the integration also allow for note type selection and fund name. We pull reports based on note types to internally report on our stakeholder engagement, so as of right now, we have to log into CSuite anyways to add the note type (which makes the integration less of a tool for success and more of a barrier in its current state).

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

    234 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Aug 11, 2025

11. Candid Search in Portal

    12 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman commented  ·  May 7, 2025  ·  Edit…  ·  Delete…

    I would welcome this level of control to help fundholders find their grantees. We prefer that we can control which one appears first (Candid or our Foundation), and if one comes up blank (i.e., not in our database), then it defaults to the second option.

    Our donors are often confused when they search; one is blank, and the other has data but doesn't automatically route them there.

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12. Ability to edit Profile Fund Link categories versus deleting and relinking

    59 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

13. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    72 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

14. Simplify/Merge the Grant Request screens

    103 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

15. Add Yearly-Tax Receipt to Portal in Files or Statements

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

16. Portal: staff approval option for profile edits

    24 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

17. Page Titles Reflect Navigation & Tab Changes

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

18. Add Additional Fields to Grant Request in Portal

    11 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

19. Donor Portal suggestion to increase visibility of Create Grant Request

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  May 6, 2025

20. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 18, 2025