Settings and activity

16 results found

1. Fund Advisor Options - Donations and Grants Emails

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

2. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   71 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 10, 2025

3. Donor Portal

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Feb 6, 2025

4. Parent Org Unable to View Child Org Details in Portal

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep shared this idea  ·  Jan 31, 2025

5. Recurring Alerts on Home Menu

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   102 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 22, 2025

6. 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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   Brittaney Reep supported this idea  ·  Jan 22, 2025

7. Indicate required fields with an asterisk

   113 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 22, 2025

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

   269 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Jan 22, 2025

9. Last Donation Date does not reflect accurate last gift date

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Apr 22, 2024

10. Multiple Advisors on one grant

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Mar 20, 2024

11. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Brittaney Reep supported this idea  ·  Jun 15, 2023

12. Docusign Integration

    149 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  May 18, 2023

13. board portal

    208 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Brittaney Reep supported this idea  ·  May 18, 2023

14. Linking profiles to funds- multiple links at a time

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Mar 30, 2023

15. Combine credit card fees with the donation amount

    121 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber 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.

    Brittaney Reep supported this idea  ·  Mar 30, 2023

16. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Brittaney Reep supported this idea  ·  Feb 22, 2023