Settings and activity

143 results found

1. Would love to be able to set the default dashboard period

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   18 votes

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

2. Fund Reminders

   7 votes

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

3. Custom Grant Fields available in portal

   4 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  ·  Mar 13, 2025

4. Stewards and Opportunities

   3 votes

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

5. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

   15 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 13, 2025

6. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

   10 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 11, 2025

7. Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled

   8 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 7, 2025

8. New Fund Advisor Portal Grant Request Style

   15 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 21, 2025

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

   13 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

10. Portal: staff approval option for profile edits

    25 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

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

    44 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

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

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 12, 2025

13. 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

    24 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

14. Allow Nonprofit Address to be private in directory

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 11, 2025

15. Recurring Grant: Calendar End Date Option

    41 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

16. Alert Notes on Recurring Grants

    4 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

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

    62 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 6, 2025

18. Option to rename "login" button for Portal

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    35 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025

19. Grant letter template

    15 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

20. Display age based on birthday

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Feb 6, 2025