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25 results found

  1. Multi Fund Grant Reporting

    3 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  · 

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

    65 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jillian P. supported this idea  · 

  3. Custom Reports: Opportunity Tasks & Notes

    111 votes

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

  4. 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  · 

  5. Donor Portal should display only posted donations

    12 votes

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

  6. 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  · 

  7. 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  · 

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

    24 votes

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

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

    85 votes

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

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

    251 votes

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    Proposed Idea  ·  35 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.

  11. 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  · 

  12. 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  · 

  13. 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  · 

  14. 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  · 

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

    64 votes

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

  16. 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.

    An error occurred while saving the comment
    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  · 

  17. 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  · 

  18. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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

  19. Evaluator User Role Should Be Customizable by Process or Permissions

    11 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Jillian P. supported this idea  · 

  20. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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