Settings and activity

85 results found

1. The new design on the fund advisor page and security page are difficult to read

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   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  May 4, 2026

2. Hyperlinks to Reports

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Apr 28, 2026

3. Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Apr 15, 2026

4. Closed Funds - indicate in search results that fund is closed When you search in the general search box, add "(Closed)" after the fund name,

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Apr 15, 2026

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

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   71 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie commented  ·  Apr 15, 2026  ·  Edit…  ·  Delete…

   Any updates on this request? It's still only available as "Previous Grantee or Fund" which doesn't make sense if the Fund Advisor hasn't previously granted to the Fund.

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   Julie shared this idea  ·  Jan 22, 2025

6. Opportunity Notes - Make Custom Field(s) reportable

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Apr 14, 2026

7. Recurring Grants

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Apr 9, 2026

8. Create VIEW ONLY proxy / "login as" permission

   37 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Mar 16, 2026

9. Full System Audit Trail / User Activity Logs should be mandatory

   63 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Mar 16, 2026

10. salutation

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 27, 2026

11. Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 24, 2026

12. New Look Navigation Top Menu

    21 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 5, 2026

13. Legal Terms for Grant Requests Submitted through the Giving Hub

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Julie commented  ·  Feb 5, 2026  ·  Edit…  ·  Delete…

    We have that language in content in Grant Request Submit Footer. It says "by submitting this request we attest..."

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14. shiny new look

    5 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 5, 2026

15. shiny new look

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 5, 2026

16. Top Navigation Bar

    23 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 5, 2026

17. Add "Primary" Fund Advisor as Reportable Field

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    31 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie commented  ·  Jan 30, 2026  ·  Edit…  ·  Delete…

    If C Suite is going to require that one Advisor be marked primary even though multiple people may have equal advisory privileges and we don't want to have to have one identified as primary, then at least we should be able to pull a report on it.

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    Julie supported this idea  ·  Jan 30, 2026

18. Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 28, 2026

19. Don't Require a Primary Fund Advisor

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie shared this idea  ·  Jan 28, 2026

20. User Experience for "ADD" Button & Basket

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Dec 19, 2025