Settings and activity

50 results found

1. 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

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

   66 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

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

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   71 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jun 4, 2025

4. 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

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

   99 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jun 4, 2025

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

7. Portal: ACH Option

   147 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Jun 4, 2025

8. 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

9. 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

10. Enhancement to Abandoned Cart Email Frequency

    15 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

11. Custom Reports: Opportunity Tasks & Notes

    116 votes

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

12. Opportunity bulk import improvement

    44 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

13. 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

14. Donor Portal Financials - Only Allow Reporting on Closed Periods

    110 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

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

    46 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

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

    269 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 15, 2024

17. Automatic Emails for Opportunities using Stages as Triggers

    15 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Oct 24, 2024

18. Unique URLs to Easily Share Reports

    25 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Aug 2, 2024

19. grant type guidestar

    50 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jul 24, 2024

20. Last Donation Date does not reflect accurate last gift date

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Mar 26, 2024