Settings and activity

104 results found

1. portal access: details on pages that profiles are viewing

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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. List of Fund Advisors

   7 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. 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

4. Alert banner breaking words

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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. More Customization Language

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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. Portal: Customize or Options for Home Page

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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. 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

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

   11 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

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

   16 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. 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

11. 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

12. 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

13. Portal: staff approval option for profile edits

    24 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. 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

15. 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

16. 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

17. 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

18. portal style

    17 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

19. 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

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

    39 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