Settings and activity
198 results found
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11 votes
Michelle Schneider
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19 votes
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
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4 votes
Note: Files can be uploaded and submitted with a grant request through the portal.
An error occurred while saving the comment Michelle Schneider
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50 votesMichelle Schneider
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51 votesMichelle Schneider
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36 votesMichelle Schneider
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13 votes
An error occurred while saving the comment Michelle Schneider
commented
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.
Michelle Schneider
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14 votesMichelle Schneider
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11 votes
An error occurred while saving the comment Michelle Schneider
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Full agreement Joel. We were stumped by this new permission and are still trying to wrap our heads around it. But it seems that if you do not have Full Access, you can no longer create a report. Is that how it is supposed to be working? If yes, then we are wondering what the report permission choice of "Edit Custom Report" now is supposed to be? This new permission has created more confusion than helped us, I'm afraid.
Michelle Schneider
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4 votesMichelle Schneider
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7 votesMichelle Schneider
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9 votesMichelle Schneider
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Michelle Schneider
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3 votesMichelle Schneider
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8 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Michelle Schneider
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4 votesMichelle Schneider
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215 votesMichelle Schneider
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6 votesMichelle Schneider
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22 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Michelle Schneider
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9 votesMichelle Schneider
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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.