Settings and activity

47 results found

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

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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

2. 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

3. 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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   Jennifer Meckling supported this idea  ·  Jun 4, 2025

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

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   55 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

5. Column Spacing for Fund Statement List on Portal

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   36 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

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

   68 votes

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

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

   81 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

8. Selected left navigation tab to stay a different color

   67 votes

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

9. Portal: ACH Option

   79 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

10. 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

11. 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

12. 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

13. 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

14. Fund Imports: Giving Hub

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Dec 3, 2024

15. Custom Reports: Opportunity Tasks & Notes

    99 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

16. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Dec 2, 2024

17. 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

18. 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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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

19. 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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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

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

    222 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 15, 2024