Settings and activity

182 results found

1. Create Grant Request - Enhancement Option to Rename the Button

   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  ·  Jan 29, 2025

2. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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   60 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jan 29, 2025

3. Donor Portal suggestion to increase visibility of Create Grant Request

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jan 29, 2025

4. New Portal - Grant Request History Export to show Advisor Name field

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jan 29, 2025

5. Add Additional Fields to Grant Request in Portal

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jan 29, 2025

6. Expand capability of "add note to CSuite" Outlook integration

   84 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jan 15, 2025

7. Add "Grant Request Advisor Name" field to Grant and Grant Status custom reports

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Jan 3, 2025

8. Giving Hub Campaign - Add Location to Top of Event Under Start Time

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   3 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 shared this idea  ·  Dec 16, 2024

9. Profile Permissions: Separate "Manage Login Info" from "Login As"

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Schneider shared this idea  ·  Nov 12, 2024

10. Security Issue: Inactivating a User

    11 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  ·  Nov 12, 2024

11. Fund Design - Permission for adding fund images and description(s)

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Nov 12, 2024

12. login info tab: move to right of notes tab

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    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Nov 12, 2024  ·  Edit…  ·  Delete…

    Would like to add that Login Info is not the most important thing most of our staff are needing to know about a profile. It should not fall so high in priority tab order.

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    Michelle Schneider supported this idea  ·  Nov 12, 2024

13. Create Report that Combines Profiles default report, Profile Log fields and Logs fields

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Nov 7, 2024

14. customizable text for tribute fields in Giving Hub

    5 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  ·  Nov 7, 2024

15. Develop Login Report that also shows Profiles logging in with PIN

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Nov 7, 2024

16. portal style

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

    
    

    Michelle Schneider supported this idea  ·  Nov 1, 2024

17. Customize Fund Advisor portal

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Note: Files can be uploaded and submitted with a grant request through the portal.

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    Michelle Schneider commented  ·  Oct 17, 2024  ·  Edit…  ·  Delete…

    I'm voting for the second of these choices - we need the ability to better manage what is required for grant requests. If not additional questions, we need a content area above the grant description where we can explain more about what is needed.

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    Michelle Schneider supported this idea  ·  Oct 17, 2024

18. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michelle Schneider supported this idea  ·  Oct 4, 2024

19. Reports: Freeze the column headers

    55 votes

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

20. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024