Settings and activity

148 results found

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

   32 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

2. 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

3. 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

4. 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

5. Make the Campaign Ticket Header field HTML code friendly

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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

6. 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

7. 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

8. 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

9. 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

10. 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

11. Option to rename "login" button for Portal

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    25 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 18, 2025

12. Ability to Split Internal Grants into Multiple Funds

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Mar 13, 2025

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

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck commented  ·  Mar 11, 2025  ·  Edit…  ·  Delete…

    Thank you posting this idea! This would be a welcomed enhancement. DAF fundholders awarding grants to other funds at our foundation happens often.

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    Susan Lotreck supported this idea  ·  Mar 10, 2025

14. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

    10 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 10, 2025

15. Create ability to attach files to a note

    105 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Susan Lotreck commented  ·  Feb 21, 2025  ·  Edit…  ·  Delete…

    Happy to see 102 votes for this idea. Could you provide an update on when this might be implemented?

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    Susan Lotreck shared this idea  ·  Jan 17, 2024

16. 1099 - Add Mailing Address to Report

    39 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 14, 2025

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

    41 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 14, 2025

18. Recurring Grant: Calendar End Date Option

    37 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 14, 2025

19. Fund Advisor Options - Donations and Grants Emails

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    27 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susan Lotreck commented  ·  Feb 13, 2025  ·  Edit…  ·  Delete…

    Excellent idea! Please implement

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    Susan Lotreck supported this idea  ·  Feb 13, 2025

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

    169 votes

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    Proposed Idea  ·  28 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 12, 2025