Settings and activity

226 results found

1. Limit Date Options for History Date Filter Based on Look Back Dates

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Mar 28, 2025

2. Column Spacing for Fund Statement List on Portal

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   25 votes

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   2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Mar 28, 2025

3. Fund Log - track all changes made under Relationship tab

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Mar 26, 2025

4. Affiliate styling missing in the portal for donors with access to more than 1 affiliate fund

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Mar 18, 2025

5. Accept Combination of $ and , entered in Grant Request Amount on Portal

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   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Mar 14, 2025

6. Content area for Interest Type on New Portal

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   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Mar 14, 2025

7. New Portal: ability to select which Interest Types are shown

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Mar 14, 2025

8. Remove Duplicate Logout Button on New Portal

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   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Mar 14, 2025

9. Fix the Grants > Grant Summary table search function in the Portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Mar 14, 2025

10. Fund Advisor Portal - make Fund Steward email address a hyperlink

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    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider shared this idea  ·  Mar 14, 2025

11. Can Donate in new Fund Advisor Portal open Giving Hub in "list view," rather than "card view?"

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Mar 14, 2025  ·  Edit…  ·  Delete…

    Can we get an option to show the list of funds on the fund advisor landing page to be a list view instead of the card view we have today?

    We tried to use the List Type under Style Options but it appears to only apply to the Giving Hub.

    Can we get this option or the Fund Advisor Portal as well?

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    Michelle Schneider supported this idea  ·  Mar 14, 2025

12. From Portal - List all Fund Advisor's Funds at Top on Giving Hub

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider shared this idea  ·  Mar 14, 2025

13. Expand Outlook Integration for reading notes & profile details

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025

14. Custom Reporting: Portal Edit Report

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025

15. Portal: ACH Option

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025

16. task list show profile name

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025

17. Add classes to fund cards to distinguish promoted funds from advised funds

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    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025
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    Michelle Schneider commented  ·  Mar 13, 2025  ·  Edit…  ·  Delete…

    This is a cool idea for reducing confusion for fund advisors.

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18. Live Credit Card Fee Calculation

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    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025

19. log

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025

20. Custom Field Permissions

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025