Settings and activity

143 results found

1. 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

2. 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

3. 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

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

   89 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

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

   3 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. Reports: Freeze the column headers

    56 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

16. 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

17. Add Proxy Information in System Log when Login As is used - Audit Purposes

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Michelle Schneider commented  ·  Oct 4, 2024  ·  Edit…  ·  Delete…

    When I login as a Fund Advisor and then make an update to the contact information or username, the system log simply shows the change was made by "system" not by someone OTHER THAN the fund advisor.

    Similarly, if I login as the fund advisor and make a grant request, the request shows that the request was made by the Fund Advisor, not by me proxied in as the Fund Advisor.

    Is there any way for you to record in the system log and grant request when an action has been completed by someone else proxied in as the Fund Advisor? We feel this is critical for audit purposes.

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    Michelle Schneider shared this idea  ·  Oct 4, 2024

18. Revise the CSuite login page

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    14 votes

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

19. Login As --Removes user's existing login

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

20. Filtering should include nulls/blanks unless the filter is to exclude it

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