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32 results found

  1. Custom Field on Notes

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Laurel Shulman supported this idea  · 

  2. Household Donations on Donor Portal

    42 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Laurel Shulman commented  · 

    This would be wildly helpful; a huge value add for us and our fundholders.

    Laurel Shulman supported this idea  · 

  3. portal style

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

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

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

  5. Indicate Required fields on Grant Request form

    24 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Laurel Shulman supported this idea  · 

  6. default text in content

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Laurel Shulman shared this idea  · 

  7. Bulk Upload Ids for grant records

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Laurel Shulman supported this idea  · 
    Laurel Shulman shared this idea  · 

  8. Donor Portal Logout Page

    14 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Laurel Shulman commented  · 

    +1! The logout option is pretty hidden and I suspect our fundholders will easily miss it. Being able to customize where it lives would be helpful, especially if that included the option to add to to the menu bar on the fund summary page.

    Laurel Shulman supported this idea  · 

  9. Syncing a Csuite campaign into an already existing Mailchimp tag

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Laurel Shulman supported this idea  · 

  10. birthday - option to not include year

    97 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Laurel Shulman supported this idea  · 

  11. Pronoun field on donation forms

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Laurel Shulman supported this idea  · 

  12. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Laurel Shulman supported this idea  · 

  13. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    15 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Laurel Shulman supported this idea  · 

  14. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Laurel Shulman supported this idea  · 

  15. Custom Field permission by record type

    28 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Laurel Shulman shared this idea  · 

  16. Sandbox Permissions

    25 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Laurel Shulman supported this idea  · 

  17. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Laurel Shulman supported this idea  · 

  18. Add campaign categories as a filter and field in custom reports

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Laurel Shulman shared this idea  · 

  19. Fields available for Bulk Update/Import/Delete on Records

    16 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Laurel Shulman supported this idea  · 

  20. grant type guidestar

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Laurel Shulman commented  · 

    When it comes to NTEE codes, our organiation only uses the letter (and not the letter number combination). Would it be possible to make this a settings option on grantee profiles so that it would not require us to redo all our grant type interest codes?

    Laurel Shulman supported this idea  · 
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