Settings and activity

79 results found

1. 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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   Elizabeth Messerli shared this idea  ·  Feb 1, 2025

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

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Feb 1, 2025

3. 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  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Feb 1, 2025

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

   105 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

   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.

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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

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

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli shared this idea  ·  Jan 31, 2025

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

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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   Elizabeth Messerli shared this idea  ·  Jan 31, 2025

7. Grant Catalog Request Page - need character limits

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jan 31, 2025

8. 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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   Elizabeth Messerli shared this idea  ·  Jan 30, 2025

9. Portal / Dashboard: for campaigns

   3 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

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

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

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

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

12. add photos

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

13. List of Fund Advisors

    7 votes

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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

14. Allow Fund Advisors to set recurring grant requests by % of spendable

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

15. Alert banner breaking words

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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

16. More Customization Language

    4 votes

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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

17. Portal: Customize or Options for Home Page

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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

18. New Portal - Grant Request History Export to show Advisor Name field

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

19. Donor Portal suggestion to increase visibility of Create Grant Request

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

20. Create Grant Request - Enhancement Option to Rename the Button

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025