Settings and activity

45 results found

1. Invoices need a credit card payment link/option

   3 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Byram Fager commented  ·  Apr 25, 2025  ·  Edit…  ·  Delete…

   I think that requires us to create a login id for each, and that is very time consuming if they are just going to mail us a check. If they could just enter the invoice and then create their own profile or use a guest profile to pay, that would be more workable. Really the best option is when the invoice is emailed to them, they should be able to "click here" to pay.

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   Byram Fager shared this idea  ·  Apr 18, 2025

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

   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Apr 25, 2025

3. Column Spacing for Fund Statement List on Portal

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   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Apr 25, 2025

4. 1099 - Add Mailing Address to Report

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Apr 25, 2025

5. Selected left navigation tab to stay a different color

   65 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Apr 25, 2025

6. Simplify/Merge the Grant Request screens

   96 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Apr 25, 2025

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

   79 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Apr 25, 2025

8. Automatically generated request ID

   28 votes

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   Under Consideration  ·  1 comment  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Apr 18, 2025

9. Giving Hub link for guest Donations to Funds marked Private

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Byram Fager supported this idea  ·  Feb 3, 2025

10. Indicate required fields with an asterisk

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Feb 3, 2025

11. Custom Reports: Opportunity Tasks & Notes

    95 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Feb 3, 2025

12. Reports: Freeze the column headers

    51 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Sep 9, 2024

13. Allow Multiple File Attachments when Creating a Voucher

    48 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Sep 9, 2024

14. Custom Field on Notes

    37 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Sep 9, 2024

15. Grant Approver: Easier way to create new approver

    33 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Sep 9, 2024

16. display future year's spendable amount on fund statement

    34 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Sep 9, 2024

17. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  Sep 9, 2024

18. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  May 14, 2024

19. Batch Donation Notify and Grant Notify Emails

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  May 14, 2024

20. Multifund Invoices

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Byram Fager supported this idea  ·  May 14, 2024