Settings and activity

44 results found

1. Fund Advisor Invite Email

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Oct 8, 2025

2. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Oct 8, 2025

3. Increase Donation Description Field Character Limit

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Aug 14, 2025

4. Make Promote Date reportable?

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Jennifer Meckling shared this idea  ·  Aug 12, 2025

5. Grant Notify for Internal Grants

   25 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jul 7, 2025

6. advisor name and giving history for interfund gifts in portal

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Meckling shared this idea  ·  Jun 4, 2025

7. fund advisor portal image

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jun 4, 2025

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

   62 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jun 4, 2025

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

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   63 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jun 4, 2025

10. Column Spacing for Fund Statement List on Portal

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    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jun 4, 2025

11. Expand capability of "add note to CSuite" Outlook integration

    88 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jun 4, 2025

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

    88 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jun 4, 2025

13. Portal: ACH Option

    119 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jun 4, 2025

14. Merge Funds

    8 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jun 4, 2025

15. Fund Portal: Multi-Payment Grants

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Mar 31, 2025

16. Enhancement to Abandoned Cart Email Frequency

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Feb 21, 2025

17. 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.

    
    

    Jennifer Meckling supported this idea  ·  Dec 30, 2024

18. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Dec 2, 2024

19. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Dec 2, 2024

20. Create Unique Crant Catalog based on Fund Advisor's interest

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024