Settings and activity

100 results found

1. List of Fund Advisors

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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

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

   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

3. Alert banner breaking words

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   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

4. More Customization Language

   4 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

5. Portal: Customize or Options for Home Page

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   4 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

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

   4 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

7. 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

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

   17 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

9. Restructure Portal Left Hand Menu Options

   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  ·  Jan 10, 2025

10. Allow Grant Catalog content to be customized

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    13 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

11. Personalization of "Make A Donation" button - to display FA's fund only

    4 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

12. 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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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

13. Portal: Fund Advisors - abiity to hide/show donor information by fund

    10 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

14. New Fund Advisor Portal Grant Request Style

    14 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

15. New Portal tutorial for outside users

    13 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

16. Donor Portal Logout Page

    28 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

17. 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.

    
    

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    Elizabeth Messerli commented  ·  Jan 10, 2025  ·  Edit…  ·  Delete…

    Agreed on #1 - It would be so helpful to have the tab stay highlighted/a different color to indicate your current place. The sub-tabs of the Grants area currently have this, but the main navigation tabs on the left side do not. If not hard coded, could this be an option in styling?

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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

18. Portal: update breadcrumbs when tab names are changed

    13 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

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

    42 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

20. email - integration with Outlook

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025