Settings and activity

130 results found

1. fund portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Susie Lotreck supported this idea  ·  Apr 3, 2025

2. Add Questions to Grant Request Page in Fund Advisor Portal

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Apr 3, 2025

3. Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Apr 3, 2025

4. Add primary label to email and phone number on profile area of portal

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   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Apr 3, 2025

5. 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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   Susie Lotreck supported this idea  ·  Apr 3, 2025

6. new portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Apr 3, 2025

7. Open Scholarship Bucket

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   6 votes

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

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

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   20 votes

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

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

   16 votes

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

11. 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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    Susie Lotreck supported this idea  ·  Mar 26, 2025

12. Additional Color Style Selections, please!

    19 votes

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

13. Add Yearly-Tax Receipt to Portal in Files or Statements

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 26, 2025

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

    96 votes

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

15. 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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    Susie Lotreck supported this idea  ·  Mar 19, 2025

16. Printing Fund Statements

    7 votes

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

18. Portal: staff approval option for profile edits

    25 votes

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

19. 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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    Susie Lotreck supported this idea  ·  Mar 18, 2025

20. 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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    Susie Lotreck supported this idea  ·  Mar 18, 2025