Settings and activity

180 results found

1. New Quick Reference Guide - Allow Users to Edit/Customize

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Edit…  ·  Delete…  ·  Admin →
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   Jesika Ellis shared this idea  ·  Jun 4, 2025

2. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Jun 4, 2025

3. Change Grantee in Grant Request to internal fund

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Jun 4, 2025

4. Log for Online Grant Requests Before Creating the Grant

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   Planned  ·  8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Jun 4, 2025

5. Reporting for multiple objects at once

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Jun 4, 2025

6. Track principal balance

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  May 19, 2025

7. Add Campaign to Voucher Import

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  May 19, 2025

8. Donor Portal should display only posted donations

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  May 19, 2025

9. filter selections showing "invalid" error when editing a report

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  May 19, 2025

10. Default Template - None

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 19, 2025

11. Update Other Profiles Function

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  May 19, 2025  ·  Edit…  ·  Delete…

    This functionality has never worked at all when you have more than one address on any of the profiles, so it's just been a useless annoyance to us. But now, when changing/editing an address on a profile with more than one address, the Address Validation does NOT show as a feature following this screen at all, and that is problematic.

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12. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025

13. Historical Donations - Editing the Donation Comment

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025

14. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025

15. Fund Advisor Options - Donations and Grants Emails

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    38 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025

16. Simplify/Merge the Grant Request screens

    96 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 15, 2025

17. grant advisor

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  May 14, 2025  ·  Edit…  ·  Delete…

    AND while we can uncheck Show Advised Donations in the Donor section of Portal Settings, this suppresses IRA or other legitimately-advised giving instances from appearing across-the-board. What on Earth...

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    Jesika Ellis commented  ·  May 14, 2025  ·  Edit…  ·  Delete…

    Adding that these are unrestricted funds - NOT Donor-Advised. So perhaps DO NOT auto-populate the Grant Advisor field for certain fund groups, as well? We create HUNDREDS of these transfers to fill our central granting funds' spendable for grantmaking annually - no way we can individually correct each record one-at-a-time.

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    Jesika Ellis shared this idea  ·  May 14, 2025

18. Allow Profile Type screen to be accessible to staff but not editable

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 5, 2025

19. View/Delete Previous Imports for Custom Fields

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 5, 2025

20. View/Edit/Delete Custom Field Import

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 5, 2025