Settings and activity

51 results found

1. 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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   Sally Weldon supported this idea  ·  Apr 29, 2025

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

   97 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Apr 29, 2025

3. Portal: ACH Option

   147 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Apr 29, 2025

4. Candid Search in Portal

   13 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Apr 24, 2025

5. Ability to edit Profile Fund Link categories versus deleting and relinking

   63 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Mar 10, 2025

6. Opportunity bulk import improvement

   45 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Mar 10, 2025

7. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Weldon commented  ·  Mar 10, 2025  ·  Edit…  ·  Delete…

   This would really help our Donor Relations team work with fundholders who are using the portal.

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   Sally Weldon supported this idea  ·  Mar 10, 2025

8. giving hub remove other option

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Sally Weldon shared this idea  ·  Feb 26, 2025

9. Custom Reports: Opportunity Tasks & Notes

   118 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Feb 17, 2025
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   Sally Weldon commented  ·  Dec 9, 2024  ·  Edit…  ·  Delete…

   Why only the Task ID and Name? The other fields should be easy to add to the custom report. It's like it was an oversight.

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10. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Feb 17, 2025

11. Recurring Grant: Calendar End Date Option

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Feb 17, 2025

12. Create Grant Request - Enhancement Option to Rename the Button

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Jan 22, 2025

13. 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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    Sally Weldon supported this idea  ·  Jan 22, 2025

14. 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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    Sally Weldon supported this idea  ·  Nov 12, 2024

15. profiles: display relationship and engagement tab numbers

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    70 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Nov 12, 2024

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

    270 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Nov 12, 2024

17. opportunity letter - need option to email

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Sally Weldon shared this idea  ·  Aug 14, 2024

18. Reporting for multiple objects at once

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Weldon commented  ·  Aug 8, 2024  ·  Edit…  ·  Delete…

    Yes, the ability to join objects is a very much needed option in reporting. I have had this option in other ERPs as well. One of the most important object joins for us would have to be the Profile Fund object and the Fund Advisor object. We currently run over 20 reports quarterly as exports that must use Access to join the individual exports to produce reports to check data entry. Fund/Notes (the combined object only shows Funds WITH Notes), Fund/Grants, Profile/Notes (the combined object only shows Profiles WITH notes).

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    Sally Weldon supported this idea  ·  Aug 8, 2024

19. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Aug 8, 2024

20. Reports: Freeze the column headers

    58 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Jul 8, 2024