Settings and activity

139 results found

1. Grant Recognition Options

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Oct 18, 2024

2. 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.

   
   

   Michele Jeican supported this idea  ·  Oct 18, 2024

3. Change Grantee in Grant Request to internal fund

   59 votes

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican commented  ·  Oct 18, 2024  ·  Edit…  ·  Delete…

   Currently, when a fund advisor requests a grant through the portal, if the grant is an interfund, we have to void their request and re-enter it causing confusion to the fund advisor.

   It would be great to have the ability to internally switch it to interfund on the back end to keep the integrity of the fund advisor's request intact.

   Thanks!
   Michele Jeican
   Finance Coordinator
   Northern New York Community Foundation
   Watertown, NY 13601

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   Michele Jeican supported this idea  ·  Oct 18, 2024

4. Charity Check Data should be updated daily

   2 votes

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   1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   At this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.

   Michele Jeican supported this idea  ·  Sep 16, 2024

5. Grant request notification for staff - can they be targeted based on steward designation?

   7 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Sep 16, 2024

6. Create Unique Crant Catalog based on Fund Advisor's interest

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Sep 16, 2024

7. Calendar View in CommunitySuite

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Sep 16, 2024

8. Stripe fee percentage

   11 votes

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   2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   The additional donation was built as a suggestion to cover not only the credit card processing fees, but the Foundation's fees as well. In general, a 3% fee works out to closely match the current stripe fees.

   Michele Jeican supported this idea  ·  Sep 6, 2024

9. "Grant Letter Template" name as grant report field

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Sep 6, 2024

10. Please allow description field to be pulled into transfer letter template

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    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Michele Jeican shared this idea  ·  Jul 31, 2024

11. Reports: Freeze the column headers

    51 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Jul 3, 2024

12. 990 Division Checkbox Filter

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Jul 3, 2024

13. Import Payments

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Jul 3, 2024

14. 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

    
    

    Michele Jeican supported this idea  ·  Jun 6, 2024

15. Export Date / Run Date

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 31, 2024

16. Budget Reporting

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 31, 2024

17. Balance Swaps Should Warn if a Account goes Negative

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 31, 2024

18. Unique URLs to Easily Share Reports

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 31, 2024

19. 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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    Michele Jeican supported this idea  ·  May 31, 2024

20. mobile app

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 31, 2024