Settings and activity

163 results found

1. 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

2. Financial Statement exports to PDF using a predefined template

   7 votes

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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

3. Campaign Profile Note

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   2 votes

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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

4. Rename "Sponsored Org"

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   10 votes

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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

5. scholarship award lettter

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   3 votes

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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

6. Upload IDs - Legacy Profile Code

   1 vote

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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

7. Expand Reports for Opportunities

   6 votes

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

8. donation report

   2 votes

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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

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

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   17 votes

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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

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

    3 votes

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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

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

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    18 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

12. 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

13. Printing Fund Statements

    5 votes

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

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

    72 votes

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

15. Ability to Modify Wording on Giving Hub

    4 votes

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

16. Edit Fund Settings : can we break those down further?

    14 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  Apr 10, 2025  ·  Edit…  ·  Delete…

    ALL edit permissions for almost ALL modules (profiles, funds, Campaigns, etc) should have much more granular permissions settings!

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    Jesika Ellis supported this idea  ·  Apr 10, 2025

17. Verify Donations are Linked to a Pledge

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    15 votes

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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

18. Column Spacing for Fund Statement List on Portal

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    40 votes

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

19. Add Subject Line for Resend Guest Link

    8 votes

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

20. Fix Sort Order on Files Tab for Affiliates

    16 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