Settings and activity

157 results found

1. Total Contributions and Total Grants

   7 votes

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   Proposed Idea  ·  2 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  ·  Mar 21, 2025

2. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Mar 21, 2025

3. Formatting for "Amount" fields in all Content areas

   90 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Mar 21, 2025

4. Login As --Removes user's existing login

   254 votes

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   Proposed Idea  ·  38 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Mar 21, 2025

5. Report Filtering

   9 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

6. Campaigns: Additional Permissions

   3 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

7. Recognition Name - How do you want to be recognized

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   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jesika Ellis supported this idea  ·  Feb 6, 2025

8. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

   15 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  ·  Feb 6, 2025

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

   14 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

10. android

    11 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

11. grant minimums by fund group

    19 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

12. 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

13. 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

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

    17 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

15. Allow Profile Edit on a Per Designation Basis

    13 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. Improve Functionality of Adding Profiles to a Campaign

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    17 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

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

    16 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

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

    16 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

19. Public Name for Internal Grant Funds

    15 votes

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

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

    45 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