Settings and activity
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19 votes
Elizabeth Messerli
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19 votesElizabeth Messerli
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30 votesElizabeth Messerli
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17 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Elizabeth Messerli
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6 votesElizabeth Messerli
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14 votesElizabeth Messerli
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52 votes
An error occurred while saving the comment Elizabeth Messerli
commented
In the fund portal, we'd like to be able to enable the Manual Fund Statements, however, as of now it lets you run a statement to include a time period where the books are still open. We currently only run monthly fund statements. We want fund advisors to have the option to select any time period they'd like to include in a fund statement...but need it to only have the option to go through a closed month. If the month is still open and the investment returns/losses or admin fees have not yet been allocated to the fund, then the fund statement isn't correct.
Elizabeth Messerli
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2 votesElizabeth Messerli
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16 votes
An error occurred while saving the comment Elizabeth Messerli
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This would be so helpful. It currently feels hard to find!
Elizabeth Messerli
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11 votesElizabeth Messerli
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10 votesElizabeth Messerli
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16 votes
There is the ability to customize the text in the portal. Headings can be edited in Portal Options>Portal Settings. Then select the profile designation you would like to edit. Button colors and colors on the button text can be customized, but not the text within the button.
In the same section, Portal Options> Portal Content controls text in different areas of the portal. Please reference the help article for further instruction.
An error occurred while saving the comment Elizabeth Messerli
commented
In this same context, we'd like the ability to change the dashboard section header of "Recent Contributions" label. And when you click on the Gifts in the Left navigation it refers to them as "Donations".
We call donations into the fund "Gifts" so we'd like the ability to refer to these consistently within headers, column labels, buttons, etc.
As a first step, it would be helpful for the hard-coded language throughout the portal to all use the same terms (rather than donations in one place and contributions in another place).
Elizabeth Messerli
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7 votes
An error occurred while saving the comment Elizabeth Messerli
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In this same vane, please indicate required fields (*) on the Grant Catalog request form.
Elizabeth Messerli
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11 votesElizabeth Messerli
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12 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Elizabeth Messerli
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47 votesElizabeth Messerli
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3 votesElizabeth Messerli
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9 votesElizabeth Messerli
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2 votesElizabeth Messerli
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2 votesElizabeth Messerli
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YES!!! This is critically important to us!!!! Here's what we mean.