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118 results found

  1. Selected left navigation tab to stay a different color

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  2. 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

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  3. Destination funds for internal grants named on fund statements

    28 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  4. Giving Hub link for guest Donations to Funds marked Private

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  5. Show 'private' funds in the Foundation Fund search dropdown when in the advisor portal

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  6. Grant Catalog Donate vs. Grant Request Options

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli supported this idea  · 
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    Elizabeth Messerli commented  · 

    YES!!! This is critically important to us!!!! Here's what we mean.

  7. Update Manual Fund Statements to only allow you select through a closed time period

    26 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  8. Add a content area in the Manual Fund Statements page

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  9. Grant Catalog in Left Menu of new Portal

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli commented  · 

    This would be so helpful. It currently feels hard to find!

    Elizabeth Messerli supported this idea  · 

  10. Catalog request submission page: disable "submit another request" button

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  11. Grant Catalog Request Page - need character limits

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  12. Options to Customize Portal Headers and buttons

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    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.

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    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 supported this idea  · 

  13. Grant Catalog Request Fields - Make Optional

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Elizabeth Messerli commented  · 

    In this same vane, please indicate required fields (*) on the Grant Catalog request form.

    Elizabeth Messerli supported this idea  · 

  14. Indicate Required Fields on Catalog Request Form

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  15. Add a label field for the Fund Steward section for each fund in the Giving Hub

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  16. Simplify/Merge the Grant Request screens

    35 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli shared this idea  · 

  17. Portal / Dashboard: for campaigns

    3 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  18. Event campaigns - adding fund advisor ability to view in portal

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  19. Allow Fund Advisors who are Staff Members to update the Contact Preferences

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  20. add photos

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Elizabeth Messerli supported this idea  · 
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