Settings and activity

56 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

   71 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

   4 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. Hide new grants from fund advisor portal that are not requested through the portal

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips shared 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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    5 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

13. Content area for Interest Type on New Portal

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    2 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

    62 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

    50 votes

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    Proposed Idea  ·  3 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