Settings and activity

182 results found

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

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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

2. Revise the CSuite login page

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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

3. Reports Permission: Full Access & De-Linking Scheduling Reports

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Oct 4, 2024  ·  Edit…  ·  Delete…

   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.

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   Michelle Schneider supported this idea  ·  Oct 4, 2024

4. Payment Contact Name

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

5. Donor Rollup Report: Date of Last Gift

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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

6. "Logout" button design and position in Csuite

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

7. Donation Notes/Purpose in Giving Hub

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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  ·  Oct 4, 2024

8. Grant Notifications: Ability to customize email/subject line

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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

9. Public Securities - Name of Stock - in Description Field

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Oct 4, 2024

10. Make Linked Individuals Reportable

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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

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

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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

12. 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

13. Ability to edit labels in WORD doc

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Oct 4, 2024

14. 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

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

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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

16. Improve Functionality of Adding Profiles to a Campaign

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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

17. 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

18. recurring invoice

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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

19. New Login Screen - Default to PIN

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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

20. 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