Settings and activity

211 results found

1. Limit Profiles that can Login to the New Portal

   12 votes

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   5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Feb 12, 2025  ·  Edit…  ·  Delete…

   If you don't want to let Hackers know what email is valid / invalid, can you send an email with customized content informing them that they are not authorized to use the portal at this time (instead of sending a PIN)?

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   Michelle Schneider shared this idea  ·  Feb 12, 2025

2. Add a label field for the Fund Steward section for each fund in the Giving Hub

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

3. Portal: staff approval option for profile edits

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

4. Pop-up Communications for Fund Advisors that show in the Portal

   30 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

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

   34 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

6. Selected left navigation tab to stay a different color

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

7. Simplify/Merge the Grant Request screens

   33 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

8. Update Manual Fund Statements to only allow you select through a closed time period

   23 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

9. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Feb 12, 2025

10. Allow Nonprofit Address to be private in directory

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 11, 2025

11. Recurring Grant: Calendar End Date Option

    36 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

    Ok, maybe a crazy idea... but when they enter the recurrence interval and number of recurring, can you show them the months or years that the grants would be paid out? That would provide them a clear understanding of the grant payment schedule.

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    Michelle Schneider commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

    While you are working in this area, it would be extremely helpful to have a content block available so that we can provide more instructions on what they should be doing. For example, is the first grant counted in the number of recurring?

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    Michelle Schneider commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

    On the portal, perhaps an option might be to display the "calculated" last grant date after the fund advisor chooses an interval and enters the number of recurring. That way, they know when the grants will end. If they do not like the date, they can adjust the interval or number of grants to get to the end date they want.

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    Michelle Schneider supported this idea  ·  Feb 6, 2025

12. Alert Notes on Recurring Grants

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

13. Recurring Grants - New Interval

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

14. Filtering in portal reports

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

    Our fund holders do not want to lose this functionality. Really hoping you will find a way to bring this back.

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    Michelle Schneider supported this idea  ·  Feb 6, 2025

15. Fix Mobile View for Portal

    35 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

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

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

17. Option to rename "login" button for Portal

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    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

18. Grant letter template

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

19. Display age based on birthday

    6 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

20. Public Name for Internal Grant Funds

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025