Settings and activity

36 results found

1. profiles: display relationship and engagement tab numbers

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   70 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

2. Portal: Display donor mailing label or recognition name instead of name

   66 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 18, 2025

3. Indicate required fields with an asterisk

   111 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 18, 2025

4. Include attachments from emails when using the new Outlook Integration.

   22 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 18, 2025

5. grant minimums by fund group

   19 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Feb 10, 2025

6. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   48 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Jan 27, 2025

7. default text in content

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Laurel Shulman shared this idea  ·  Oct 7, 2024

8. Bulk Upload Ids for grant records

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Oct 4, 2024
   Laurel Shulman shared this idea  ·  Oct 3, 2024

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

   35 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  Jun 7, 2024

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

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Jan 9, 2024

11. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    67 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Laurel Shulman supported this idea  ·  Nov 7, 2023

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

    32 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Laurel Shulman supported this idea  ·  May 22, 2023

13. grant type guidestar

    51 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Laurel Shulman commented  ·  Apr 11, 2023  ·  Edit…  ·  Delete…

    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?

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    Laurel Shulman supported this idea  ·  Apr 11, 2023

14. Custom Reports: Opportunity Tasks & Notes

    114 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Oct 31, 2022

15. Collaborator Receive Emails

    34 votes

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    7 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Laurel Shulman supported this idea  ·  Aug 16, 2022

16. Navigation - Add Save option to left side menu

    52 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Aug 25, 2020