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Settings and activity

94 results found

  1. Follow Up Reports available with past applications under Organization History tab

    10 votes

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    1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Rhonda Page supported this idea  · 

  2. Yearly Tax Receipt Templates Download Word.Doc

    26 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rhonda Page commented  · 

    Add the option of generating the bulk print year-end receipt letters in a Word format. We often have to adjust page ends on this several hundred page document and doing that via editing a pdf is time consuming.

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    Rhonda Page commented  · 

    Add the option to generate the bulk print year-end receipt letters in Word. Currently only option is a PDF and we often need to adjust page ends and it is so much easier to do that in Word.

    Rhonda Page supported this idea  · 

  3. Send Login email does not function. Please make Login Info tab able to edit.

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Rhonda Page supported this idea  · 

  4. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Rhonda Page supported this idea  · 

  5. Revise the CSuite login page

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Rhonda Page supported this idea  · 

  6. Profile Permissions: Separate "Manage Login Info" from "Login As"

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Rhonda Page supported this idea  · 

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

    187 votes

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    Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Rhonda Page supported this idea  · 

  8. Option to delete more than one report at a time

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rhonda Page shared this idea  · 

  9. Allow editing a custom report name, description or sharing without having to save as a different report

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rhonda Page supported this idea  · 

  10. Attach Tasks to Profiles

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  11. Add option to filter assigned tasks

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page shared this idea  · 

  12. Please make new tributes default to private

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Rhonda Page supported this idea  · 

  13. Sponsored org

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rhonda Page supported this idea  · 

  14. charity check

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  15. Add "Are you sure you want to copy?" to all copy buttons

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  16. Return to PROFILE instead of campaign when deleting from campaign

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  17. Profiles: Improve search

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  18. Capitalization

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  19. Flag Duplicate Addresses

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  20. Profile: Add Sort Key field

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 
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