Settings and activity

119 results found

1. Additional Color Style Selections, please!

   18 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

2. 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

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

   92 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

4. 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

5. Printing Fund Statements

   5 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

6. 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

7. 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

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

   45 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

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

   106 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

10. Option to rename "login" button for Portal

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    35 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Mar 18, 2025

11. 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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    Susie Lotreck supported this idea  ·  Mar 13, 2025

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

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    69 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie 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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    Susie Lotreck supported this idea  ·  Mar 10, 2025

13. 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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    Susie Lotreck supported this idea  ·  Mar 10, 2025

14. 1099 - Add Mailing Address to Report

    54 votes

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

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

    65 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Feb 14, 2025

16. Recurring Grant: Calendar End Date Option

    41 votes

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

17. Fund Advisor Options - Donations and Grants Emails

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    41 votes

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

    Excellent idea! Please implement

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    Susie Lotreck supported this idea  ·  Feb 13, 2025

18. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Feb 12, 2025

19. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 17, 2025

20. Develop Login Report that also shows Profiles logging in with PIN

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 17, 2025