Settings and activity

11 results found

1. portal style

   19 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

   Emily Thompson supported this idea  ·  Apr 4, 2025

2. Selected left navigation tab to stay a different color

   59 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Emily Thompson supported this idea  ·  Apr 4, 2025

3. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Emily Thompson supported this idea  ·  Apr 4, 2025

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

   50 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Emily Thompson supported this idea  ·  Apr 4, 2025

5. Fund Advisor Options - Donations and Grants Emails

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   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Emily Thompson supported this idea  ·  Apr 4, 2025

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

   207 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Emily Thompson supported this idea  ·  Apr 4, 2025

7. Recurring Alerts on Home Menu

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   100 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Emily Thompson supported this idea  ·  Apr 4, 2025

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

   41 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Emily Thompson supported this idea  ·  Apr 4, 2025

9. new portal

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Emily Thompson shared this idea  ·  Apr 1, 2025

10. Custom Reports: Opportunity Tasks & Notes

    88 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Emily Thompson supported this idea  ·  Jan 2, 2025

11. Create ability to attach files to a note

    108 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Emily Thompson supported this idea  ·  Sep 18, 2024