Settings and activity

178 results found

1. grant advisor

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   2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Edit…  ·  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

2. 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

3. 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

4. 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

5. Follow link after login authentication

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

6. kbusser@cfrichmond.org

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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

7. Financial Statement exports to PDF using a predefined template

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

8. campaign font

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  May 5, 2025

9. Layout/Necessary Fields for Additional Donation Campaigns

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

10. Campaign Profile Note

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

11. Rename "Sponsored Org"

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  May 5, 2025

12. scholarship award lettter

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

13. Upload IDs - Legacy Profile Code

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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 5, 2025

14. Expand Reports for Opportunities

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

15. donation report

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Apr 10, 2025

16. Would love to be able to set the default dashboard period

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Apr 10, 2025

17. Fix the Grants > Grant Summary table search function in the Portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Apr 10, 2025

18. Fund Advisor Portal - make Fund Steward email address a hyperlink

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    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Apr 10, 2025

19. Create Grant Request Button in Fund Management Portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Apr 10, 2025

20. Make Profile address fields/windows longer on screen

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Apr 10, 2025