Settings and activity

138 results found

1. Open Scholarship Bucket

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   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Mar 28, 2025

2. Limit Date Options for History Date Filter Based on Look Back Dates

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   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Mar 28, 2025

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

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   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Mar 28, 2025

4. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Mar 28, 2025

5. Column Spacing for Fund Statement List on Portal

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   25 votes

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   2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck commented  ·  Mar 28, 2025  ·  Edit…  ·  Delete…

   Absolutely! This is a critical improvement, and I hope it gets implemented right away. It would be an added bonus if ALL columns in the portal could expand dynamically with text. :)

   Thank you for posting this idea!

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   Susan Lotreck supported this idea  ·  Mar 28, 2025

6. Create Grant Request Dropdown Arrows

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Mar 26, 2025

7. Additional Color Style Selections, please!

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Mar 26, 2025

8. Yearly Tax Receipt on Portal

   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Mar 26, 2025

9. portal style

   17 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.

   
   

   Susan Lotreck supported this idea  ·  Mar 26, 2025

10. Simplify/Merge the Grant Request screens

    70 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck commented  ·  Mar 26, 2025  ·  Edit…  ·  Delete…

    Agree with all the points mentioned. In addition, please update the button label from 'SEARCH GRANTEE' to 'SEARCH GRANTEE OR FUND".

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    Susan Lotreck supported this idea  ·  Feb 12, 2025

11. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 24, 2025

12. Fund created date

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Susan Lotreck commented  ·  Mar 24, 2025  ·  Edit…  ·  Delete…

    Please also add Fund created date in to the NEW fund portal as well!

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    Susan Lotreck supported this idea  ·  Mar 24, 2025

13. Add a label field for the Fund Steward section for each fund in the Giving Hub

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 19, 2025

14. Printing Fund Statements

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 19, 2025

15. Make the Campaign Ticket Header field HTML code friendly

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    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 19, 2025

16. Clear grant requests from fund advisor carts without proxying in as the advisor

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 19, 2025

17. RevShare by Fund Group AND Import Internal Grants

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 19, 2025

18. Portal: staff approval option for profile edits

    24 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 18, 2025

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

    39 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 18, 2025

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

    75 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 18, 2025