Settings and activity

178 results found

1. Add Yearly-Tax Receipt to Portal in Files or Statements

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

2. android

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

3. Reports Permission: Full Access & De-Linking Scheduling Reports

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

4. grant minimums by fund group

   18 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

5. Grantee Report by year

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   7 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  ·  Feb 6, 2025

6. Select users to share custom reports with instead of sharing with everyone

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

7. Donor Portal Logout Page

   28 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

8. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

9. Allow Profile Edit on a Per Designation Basis

   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  ·  Feb 6, 2025

10. Improve Functionality of Adding Profiles to a Campaign

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    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

11. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

12. Catalog request submission page: disable "submit another request" button

    13 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  ·  Feb 6, 2025

13. Public Name for Internal Grant Funds

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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  ·  Feb 6, 2025

14. Pop-up Communications for Fund Advisors that show in the Portal

    42 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

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

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

16. default text in content

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

17. Donor Portal Financials - Only Allow Reporting on Closed Periods

    95 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

18. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    53 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

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

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025

20. Portal: Display donor mailing label or recognition name instead of name

    55 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jesika Ellis supported this idea  ·  Feb 6, 2025