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  1. default text in content

    20 votes

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

  2. 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  · 

  3. Donor Portal Logout Page

    28 votes

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    Proposed Idea  ·  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  · 

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

    30 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Laurel Shulman supported this idea  · 

  5. Pronoun field on donation forms

    21 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  · 

  6. 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  · 

  7. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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

  8. Custom Field permission by record type

    29 votes

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

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

    29 votes

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

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

    25 votes

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

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

    17 votes

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

  12. grant type guidestar

    50 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  · 

  13. inactive users - remove from assign to task list

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Laurel Shulman commented  · 

    Could we also include removing inactive users from the scheduled reports option? Right now CSuite allows me to schedule reports to anyone who has been a user, but these are staff that no longer work at our CF. That creates a pretty big issue if someone makes an accident.

    Laurel Shulman supported this idea  · 

  14. export in same order as shown in financial report

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Laurel Shulman supported this idea  · 

  15. Custom Reports: Opportunity Tasks & Notes

    95 votes

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

  16. Opportunity Tasks Notes Need to Show Up on the Fund

    36 votes

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

  17. Collaborator Receive Emails

    32 votes

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    6 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Laurel Shulman supported this idea  · 

  18. Do not send Grant Notify email when a grant is unposted

    33 votes

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

  19. Cumulative donation field option for custom reporting

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Laurel Shulman supported this idea  · 

  20. Link one note to multiple profiles or funds

    47 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Laurel Shulman supported this idea  · 
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