Settings and activity

89 results found

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

   270 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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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2. fund beneficiary

   9 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

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

   23 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Oct 16, 2024

4. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Julie commented  ·  Aug 30, 2024  ·  Edit…  ·  Delete…

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

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   Julie supported this idea  ·  Aug 29, 2024

5. 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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   Julie commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

   I think this is a permissions issue. Please vote here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48765095-create-fund-advisor-login-for-legacy-portal-from

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

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 22, 2024

7. Reporting for multiple objects at once

   23 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 9, 2024

8. Last Donation Date does not reflect accurate last gift date

   119 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 6, 2024

9. Collapse/Expand Files

   7 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  ·  Jul 17, 2024

10. Custom fields available to sync when merging profiles

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 16, 2024

11. Reports: Freeze the column headers

    58 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jun 26, 2024

12. Multiple Advisors on one grant

    22 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 25, 2024

13. Recognize soft credits on donor profiles

    41 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 12, 2024
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    Julie commented  ·  Apr 4, 2023  ·  Edit…  ·  Delete…

    Agreed, the new 'soft credit' is not at all useful if not shown on the donor record.

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14. Organization's name in event ticket

    61 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 5, 2024

15. Pay Email Address for EFT Grant Notifications

    86 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Oct 27, 2023

16. profiles: display relationship and engagement tab numbers

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    70 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 14, 2023

17. Multiple contacts for Organizations

    47 votes

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    7 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Julie supported this idea  ·  Jul 17, 2023

18. Custom Reports: Opportunity Tasks & Notes

    121 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jul 10, 2023

19. Increase character count in grant description field

    24 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 9, 2023

20. text communication to student applicants

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Julie supported this idea  ·  Feb 9, 2023