Settings and activity

55 results found

1. Add Email address "Other Detail" to a reporting object.

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   30 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  May 9, 2025

2. Portal: ACH Option

   78 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Apr 29, 2025

3. Financial Statement exports to PDF using a predefined template

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Apr 28, 2025

4. Allow Profile Type screen to be accessible to staff but not editable

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Bryant Phillips shared this idea  ·  Apr 11, 2025

5. Pending Grants in the "New" bucket

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Bryant Phillips commented  ·  Apr 10, 2025  ·  Edit…  ·  Delete…

   For the new portal, when a grant is added to the New bucket in CSuite it is also visible to fund advisors on the portal. It would be better if it didn’t display in the portal until the grant is paid. Before the grant is paid, there is a chance the grant hasn’t been reviewed yet and the information isn’t accurate. If a grant request is submitted through the portal, it should display the status of that grant throughout the process. It’s the grants that aren’t requested through the portal that we’d like to not have displayed until they are paid.

   If “Grant Notify” is enabled for a fund advisor, they are only notified once the grant has been paid. The same logic should apply to what’s made visible in the portal.

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   Bryant Phillips supported this idea  ·  Apr 10, 2025

6. Alert or Task Pop-Up Reminders

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Apr 10, 2025

7. Fix Sort Order on Files Tab for Affiliates

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Apr 3, 2025

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  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 28, 2025

9. Column Spacing for Fund Statement List on Portal

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   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 28, 2025

10. 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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    Bryant Phillips supported this idea  ·  Mar 15, 2025

11. Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 15, 2025

12. Accept Combination of $ and , entered in Grant Request Amount on Portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 15, 2025

13. Content area for Interest Type on New Portal

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    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 15, 2025

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

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    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 15, 2025

15. Can Donate in new Fund Advisor Portal open Giving Hub in "list view," rather than "card view?"

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 15, 2025

16. Expand capability of "add note to CSuite" Outlook integration

    67 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 13, 2025

17. Permission to add a profile while on a campaign

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Bryant Phillips shared this idea  ·  Mar 11, 2025

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

    53 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 10, 2025

19. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

    10 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 10, 2025

20. Custom Field Permissions

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Bryant Phillips shared this idea  ·  Mar 6, 2025