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26 results found

  1. Clear grant requests from fund advisor carts without proxying in as the advisor

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 

  2. proxy new portal

    2 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. commented  · 

    Why the "Proxy as" from GLM hasn't made its way to the Csuite New Portal has me baffled because that way works and makes sense. What is happening with Csuites Log In As is a disaster!

    Jillian P. supported this idea  · 

  3. Multi Fund Grant Reporting

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  4. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    70 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  5. Custom Reports: Opportunity Tasks & Notes

    114 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 

  6. Fund Advisor Invite Email

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 
    Jillian P. shared this idea  · 

  7. Donor Portal should display only posted donations

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  8. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  9. Add Proxy Information in System Log when Login As is used - Audit Purposes

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jillian P. supported this idea  · 

  10. Add the 'Log' Menu item to every screen that has data on it.

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jillian P. supported this idea  · 

  11. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    93 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jillian P. supported this idea  · 

  12. Login As --Removes user's existing login

    264 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 
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    Jillian P. commented  · 

    Agreed with everything previously shared. Please revisit the way this was designed.

  13. Column Spacing for Fund Statement List on Portal

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  14. Fund Advisor Portal - make Fund Steward email address a hyperlink

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  15. Grant letter template

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Jillian P. shared this idea  · 

  16. Add Additional Fields to Grant Request in Portal

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  17. Portal: Display donor mailing label or recognition name instead of name

    66 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  18. Add Profile ID to Profile Type Report

    1 vote

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Profile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.

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    Jillian P. commented  · 

    Holly, I'd like to be able to get a total count of profiles associated to each profile type, in one report. I understand I can click into each profile type, list profiles, and export for a count, but we have 430 Profile Types. Also, adding profile type to a profile report, lists all the profile types in one column, so with that format, I'm unable to create a pivot table one exported to Excel.

    Are there other ways I could achieve a count per profile type? Thanks!

    Jillian P. shared this idea  · 

  19. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Jillian P. supported this idea  · 

  20. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    67 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 
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