Settings and activity

211 results found

1. Grant Letter emails should be included in an organization's email history!

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  May 2, 2025  ·  Edit…  ·  Delete…

   This functionality existed in 2022 but appears to have changed in early 2023. Did it move somewhere else?

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   Michelle Schneider supported this idea  ·  Jan 23, 2023

2. Grant Letter Email Tracking

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  May 2, 2025  ·  Edit…  ·  Delete…

   Grant letter emails used to be tracking in email history on the profile but this functionality appears to have ended in early 2023. Did it move somewhere else?

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   Michelle Schneider supported this idea  ·  May 2, 2025

3. Column Spacing for Fund Statement List on Portal

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   32 votes

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

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

   11 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

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

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

   3 votes

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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

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

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   17 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

10. 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

11. 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

12. 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

13. 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

14. Portal: ACH Option

    63 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025

15. task list show profile name

    7 votes

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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

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

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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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17. 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

18. 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

19. Custom Field Permissions

    3 votes

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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

20. Total Contributions and Total Grants

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Mar 13, 2025