Settings and activity

127 results found

1. 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

2. 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

3. 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

4. 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

5. Calendar View in CommunitySuite

   15 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

6. 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

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

   10 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

8. 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

9. Reports: Freeze the column headers

   55 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

10. 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

11. Import Payments

    6 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

12. 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

13. Export Date / Run Date

    22 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

14. Budget Reporting

    23 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

15. Balance Swaps Should Warn if a Account goes Negative

    15 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

16. Unique URLs to Easily Share Reports

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 31, 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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    Michele Jeican supported this idea  ·  May 31, 2024

18. mobile app

    25 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  May 31, 2024

19. Custom Sort Order for Checks & Letters

    16 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  ·  May 31, 2024

20. copy previous answers

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Apr 25, 2024