Settings and activity

101 results found

1. 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  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 18, 2025

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

   101 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

3. 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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   Julie supported this idea  ·  Feb 14, 2025

4. Fund Advisor Options - Donations and Grants Emails

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 14, 2025

5. Ability to Rename "Other Foundation Funds"

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   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie commented  ·  Feb 12, 2025  ·  Edit…  ·  Delete…

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

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

   87 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 3, 2025

7. Candid Search in Portal

   12 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 31, 2025

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

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   58 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie shared this idea  ·  Jan 22, 2025

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

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 22, 2025

10. Display age based on birthday

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 17, 2025

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

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 9, 2025

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

    59 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jan 9, 2025

13. Add Salutation as a Required Field to Checkout

    23 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Dec 19, 2024

14. birthday - option to not include year

    115 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Dec 19, 2024

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

    234 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Dec 19, 2024
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    Julie commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

    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.

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

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  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  ·  Oct 29, 2024

17. fund beneficiary

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Julie commented  ·  Oct 24, 2024  ·  Edit…  ·  Delete…

    Please log all significant changes, including this one!

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    Julie supported this idea  ·  Oct 24, 2024

18. portal style

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  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  ·  Oct 16, 2024

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

    13 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Oct 16, 2024

20. Reports Permission: Full Access & De-Linking Scheduling Reports

    13 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Sep 13, 2024