Settings and activity

87 results found

1. Journal entry order: keep in entry/import order

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

2. Merge Funds

   8 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican commented  ·  Apr 30, 2025  ·  Edit…  ·  Delete…

   I literally just came here to suggest this! This happens from time to time, and we have to put alerts on the new fund to check the old fund for history, etc. It's clunky and I always worry that the historical information will not be reported correctly to fund reps, especially if the old fund is closed.

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   Michele Jeican supported this idea  ·  Apr 30, 2025

3. Fund Reminders

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

4. Only open funds in FUNDS search bar

   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

5. Fund Anniversary with Thank You Letter Template

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

6. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   96 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

7. Additional Color Style Selections, please!

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

8. Hide Contact Information for Show Student Data on Portal

   37 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

9. Fund Advisor Options - Donations and Grants Emails

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   41 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 13, 2025

10. Check register to include all check numbers, even "combined' checks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 4, 2025

11. Candid Search in Portal

    13 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 4, 2025

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

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 4, 2025

13. Duplicate Grants

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

14. Add Fund field for templates should allow for shortname also

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

15. Formatting for "Amount" fields in all Content areas

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

16. Grant Approval with Vouchers

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Nov 6, 2024

17. Candid/GuideStar Grants Report

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    7 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  ·  Nov 6, 2024

18. Grant Recognition Options

    5 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

19. 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

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

    8 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