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How can we improve CommunitySuite? Search or submit ideas below.

CommunitySuite Idea Lab: Portal

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- CommunitySuite Idea Lab 1,084 ideas
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Show the donation advisor name

Add the option to show the donation advisor name on donation records appearing on the Advisor Portal.

6 votes

Anne Allieri shared this idea · May 22, 2025 · Report… · Admin →

Proposed Idea · May 29, 2025

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Robert Gines commented · May 23, 2025 4:02 AM · Report

This would improve communications with our fund holders.

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