Settings and activity
168 results found
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35 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Jesika Ellis
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9 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Jesika Ellis
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5 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Jesika Ellis
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6 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Jesika Ellis
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36 votes
Jesika Ellis
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64 votes
An error occurred while saving the comment -
35 votes
Jesika Ellis
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31 votes
Jesika Ellis
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75 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Jesika Ellis
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117 votes
Jesika Ellis
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116 votes
Jesika Ellis
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22 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
Jesika Ellis
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46 votes
An error occurred while saving the comment
Jesika Ellis
commented
SKYE and HOLLY - If you're going to pursue this idea, be aware that adding any additional addresses, emails, phone, etc to an Org profile will 100% prevent accurate mapping from GLM. So please test thoroughly - or better yet, fix the incredibly fragile map requirements from GLM!! We have to delete data frequently just to get grants mapped over to CSuite (mostly caused by the person submitting the request/attached to the grant not being the person represented on the profile, though still an employee of that org - i.e. the Grant Writer vs the ED), and then we either have to repopulate that data afterwards or simply say, "Oh, well! Lost that data!"
Jesika Ellis
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108 votes
Jesika Ellis
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23 votes
Jesika Ellis
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120 votes
This just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
Jesika Ellis
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59 votes
Jesika Ellis
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19 votes
An error occurred while saving the comment
Jesika Ellis
commented
Truly, this is so desperately needed for any Foundations managing a database for many different levels of staff. Please separate Edit and Create permissions for any and all coding or labeling options throughout CSuite!
Jesika Ellis
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31 votes
Jesika Ellis
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61 votes
Jesika Ellis
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Overall, the 'sharing' of information across linked profiles (hh + hh member profiles) should be so much more robust - as it currently functions, there is forced inefficiency to check and double-check multiple profiles for the 'full picture,' whether it be donations or opportunities or profile fund category. This includes the inefficiency of not having an *additional* address flow through to all hh members' profiles (that is, another address, an added address - not just replacing the historic primary address).