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102 results found

  1. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Julie supported this idea  · 

  2. Add the 'Log' Menu item to every screen that has data on it.

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie supported this idea  · 

  3. Donor Portal Financials - Only Allow Reporting on Closed Periods

    100 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie supported this idea  · 

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

    10 votes

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

  5. Fund Advisor Options - Donations and Grants Emails

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Julie supported this idea  · 

  6. Ability to Rename "Other Foundation Funds"

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie commented  · 

    Please vote here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/49362116-new-portal-add-grant-to-another-foundation-fund

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

    87 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie supported this idea  · 

  8. Candid Search in Portal

    12 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie supported this idea  · 

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

    60 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie shared this idea  · 

  10. Create Grant Request - Enhancement Option to Rename the Button

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie supported this idea  · 

  11. Display age based on birthday

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie supported this idea  · 

  12. Select users to share custom reports with instead of sharing with everyone

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Julie supported this idea  · 

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

    61 votes

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

  14. Add Salutation as a Required Field to Checkout

    27 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Julie supported this idea  · 

  15. birthday - option to not include year

    114 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie supported this idea  · 

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

    239 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie commented  · 

    Yes, please let us proxy as the external portal user without logging us out of our internal view of C Suite and have the log indicate that the user was logged in as a proxy.

  17. CommunitySuite Upcoming Releases Page should have a link to the product roadmap

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.

    Julie supported this idea  · 

  18. fund beneficiary

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Julie commented  · 

    Please log all significant changes, including this one!

    Julie supported this idea  · 

  19. portal style

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.


    Julie supported this idea  · 

  20. Add Proxy Information in System Log when Login As is used - Audit Purposes

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Julie supported this idea  · 
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