Settings and activity

109 results found

1. Opportunity bulk import improvement

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Feb 6, 2025

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

   62 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Feb 6, 2025

3. Formatting for "Amount" fields in all Content areas

   89 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Feb 6, 2025

4. Indicate required fields with an asterisk

   106 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Feb 6, 2025

5. Add Yearly-Tax Receipt to Portal in Files or Statements

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Rhonda Page shared this idea  ·  Feb 5, 2025

6. kbakhshi@fmscleveland.com

   7 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Jan 10, 2025

7. Two contacts assigned to grant applications.

   163 votes

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   Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Jan 10, 2025

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

   12 votes

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   Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Rhonda Page supported this idea  ·  Jan 10, 2025

9. Yearly Tax Receipt Templates Download Word.Doc

   27 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Rhonda Page commented  ·  Jan 10, 2025  ·  Edit…  ·  Delete…

   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  ·  Jan 10, 2025  ·  Edit…  ·  Delete…

   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.

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   Rhonda Page supported this idea  ·  Jan 12, 2024

10. 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  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Jan 9, 2025

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

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Jan 9, 2025

12. Revise the CSuite login page

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    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Jan 9, 2025

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

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Jan 9, 2025

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

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Dec 16, 2024

15. Attach Tasks to Profiles

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Nov 18, 2024

16. Add option to filter assigned tasks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Rhonda Page shared this idea  ·  Nov 18, 2024

17. Sponsored org

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Nov 13, 2024

18. charity check

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Nov 13, 2024

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

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Nov 13, 2024

20. Flag Duplicate Addresses

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Rhonda Page supported this idea  ·  Nov 13, 2024