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115 results found

  1. Selected left navigation tab to stay a different color

    43 votes

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

  2. Candid Search in Portal

    4 votes

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

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

    29 votes

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

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

    16 votes

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

  5. Grant Letter emails should be included in an organization's email history!

    15 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Julie supported this idea  · 
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    Julie commented  · 

    We really need a way to track email bounces for grant letters. There is currently no way to know if the grantee received the information which is essential to ensure any grant requirements were communicated to them.

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    Julie commented  · 

    This is even more important for us now that we've switched to almost all electronic funds transfers.

  6. Display age based on birthday

    6 votes

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

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

    9 votes

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

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

    41 votes

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

  9. Login Log for GLM

    37 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Julie supported this idea  · 

  10. Add Salutation as a Required Field to Checkout

    21 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  · 

  11. birthday - option to not include year

    107 votes

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

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

    169 votes

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    Proposed Idea  ·  28 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Julie supported this idea  · 
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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.

  13. 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  · 

  14. Masking Anonymous Profiles

    11 votes

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

  15. fund beneficiary

    6 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  · 

  16. portal style

    17 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  · 

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

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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  18. Reports Permission: Full Access & De-Linking Scheduling Reports

    10 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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  19. Restructure Portal Left Hand Menu Options

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  20. Revise the CSuite login page

    14 votes

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

    Yes please. This is not just an inconvenience for internal users but also for donors and fundholders when they log on to the portal.

    Julie supported this idea  · 
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