Settings and activity

213 results found

1. Add filters to grant document bucket

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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  ·  Oct 4, 2024

2. Grant request notification for staff - can they be targeted based on steward designation?

   7 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Oct 4, 2024  ·  Edit…  ·  Delete…

   Intriguing idea... I'm not sure all of our fund stewards would want this turned on. But I would love the idea if we could select which fund stewards are notified. Or maybe you add the choice at the Fund Level?

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   Michelle Schneider supported this idea  ·  Oct 4, 2024

3. Improve Functionality of Adding Profiles to a Campaign

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   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

4. GLM Grant Status in CSuite

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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  ·  Oct 4, 2024

5. donation comments

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

6. recurring invoice

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

7. New Login Screen - Default to PIN

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

8. Indicate Required fields on Grant Request form

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

9. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

10. List Carts Report

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

11. Change State Search in Portal to Table

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

12. Notification for Admin Login

    2 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  ·  Sep 3, 2024

13. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Sep 3, 2024

14. For Profiles that are flagged Do not Mail

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 31, 2024

15. Add Tribute option for Grant Requests

    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  ·  Jul 31, 2024

16. Date Range for Donation and Grants Tab - New Portal

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 31, 2024

17. Close a Functional Expense

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 31, 2024

18. Opening a DAF

    7 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Jul 31, 2024  ·  Edit…  ·  Delete…

    Sounds like it might be complicated, but I love the idea

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    Michelle Schneider supported this idea  ·  Jul 31, 2024

19. grant advisor

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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  ·  Jul 31, 2024

20. Allow Multiple File Attachments when Creating a Voucher

    37 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jul 31, 2024