Settings and activity

63 results found

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

   248 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

2. Donor Portal Logout Page

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

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

   62 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

4. Donor Portal Financials - Only Allow Reporting on Closed Periods

   105 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

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

   44 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

6. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

7. Recurring Grant: Calendar End Date Option

   41 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

8. 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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   Jessica Renfro supported this idea  ·  Feb 6, 2025

9. portal style

   19 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Jessica Renfro supported this idea  ·  Jan 24, 2025

10. Add Proxy Information in System Log when Login As is used - Audit Purposes

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 24, 2025

11. Profile Permissions: Separate "Manage Login Info" from "Login As"

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 24, 2025

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

    88 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 16, 2025

13. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 16, 2025

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

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 16, 2025

15. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

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    Jessica Renfro commented  ·  Oct 4, 2024  ·  Edit…  ·  Delete…

    The dashboards and quick reports are great, but every time covering the credit card fee creates a new donation which heavily inflates our donation count. It would be great if the "Online Donation-Processing Fee Donation" weren't included in the number of donations. Or even better if it was combined into one donation as suggested above.

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    Jessica Renfro supported this idea  ·  Oct 4, 2024

16. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Jessica Renfro supported this idea  ·  Jun 6, 2024

17. Stripe Terminal

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Jessica Renfro shared this idea  ·  May 15, 2024

18. Donation Portal: Filter/Search Funds

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024

19. Tributes sent - should be in the logs for the profile receiving the notification

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024

20. Multiple Email Options for Communications

    34 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Apr 19, 2024