Settings and activity

120 results found

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

   251 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  May 7, 2025  ·  Edit…  ·  Delete…

   Something needs to be done to improve this situation. I feel foolish being on the phone explaining my paused delays to a fund advisor looking for support.

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   Susie Lotreck supported this idea  ·  Feb 12, 2025

2. Separate "hide description" for Donations vs Grants

   13 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 6, 2025

3. Financial Statement exports to PDF using a predefined template

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Apr 28, 2025

4. Grant Refund - Payment Type

   5 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  ·  Apr 28, 2025

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

   7 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  ·  Apr 7, 2025

6. Fix Sort Order on Files Tab for Affiliates

   16 votes

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

7. fund portal

   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  ·  Apr 3, 2025

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

   2 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

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

   2 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

10. 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

11. 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

12. new portal

    2 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

13. 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

14. 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

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

    15 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

16. 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

17. 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

18. Additional Color Style Selections, please!

    17 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

19. 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

20. portal style

    19 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.

    
    

    Susie Lotreck supported this idea  ·  Mar 26, 2025