Settings and activity

180 results found

1. Yearly Tax Receipt on Portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jesika Ellis supported this idea  ·  Apr 10, 2025

2. Column Spacing for Fund Statement List on Portal

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   36 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

3. Add Subject Line for Resend Guest Link

   6 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

4. 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

5. Customize Columns within Grantee's Record

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   3 votes

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

6. Add Donation URL/Link to Fund Profile

   8 votes

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

7. Profile Engagement Tab - Campaign

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   3 votes

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

8. Bulk set donor designation

   2 votes

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

9. donor portal financials

   2 votes

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

10. Alert or Task Pop-Up Reminders

    9 votes

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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  ·  Apr 10, 2025

11. Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Jesika Ellis commented  ·  Mar 27, 2025  ·  Edit…  ·  Delete…

    Adding: The Portal Donor tab is NOT something we are wanting to activate (any donor can see their own gifts with amounts there).

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    Jesika Ellis shared this idea  ·  Mar 27, 2025

12. Hide Amounts as an option in Bulk Edit Funds

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jesika Ellis shared this idea  ·  Mar 27, 2025

13. proxy new portal

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis commented  ·  Mar 21, 2025  ·  Edit…  ·  Delete…

    This is indeed a NIGHTMARE.

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    Jesika Ellis supported this idea  ·  Mar 21, 2025

14. Bringing the Login log up to date with portal login changes

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Mar 21, 2025

15. Separate "hide description" for Donations vs Grants

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Mar 21, 2025

16. More details to email from "Fund Advisor Profile Updated"

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Mar 21, 2025

17. Hide Memorial/Tribute Amounts not working on new 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  ·  Mar 21, 2025

18. Font styling needs to be added to CSS

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Mar 21, 2025

19. FA access to donation receipts

    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  ·  Mar 21, 2025

20. Portal: Fund Advisors - abiity to hide/show donor information by fund

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Mar 21, 2025