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Settings and activity

64 results found

  1. Allow edits to password reset email for fund advisor portal

    40 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Wendy Ponting supported this idea  · 

  2. Bulk Edit - Payment schedule date and grant date

    85 votes

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    12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Wendy Ponting supported this idea  · 

  3. Multi Fund Grant Reporting

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Wendy Ponting shared this idea  · 

  4. Journal Entry Sort

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Wendy Ponting shared this idea  · 

  5. grant request notification - more info

    10 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Wendy Ponting supported this idea  · 

  6. Add Email address "Other Detail" to a reporting object.

    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wendy Ponting supported this idea  · 

  7. Journal entry order: keep in entry/import order

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Wendy Ponting shared this idea  · 

  8. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Wendy Ponting supported this idea  · 

  9. Add Grant Service Area to Bulk Action options in custom reports

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Update: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.

    Wendy Ponting supported this idea  · 

  10. Grant Refunds

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Wendy Ponting shared this idea  · 

  11. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wendy Ponting supported this idea  · 

  12. Detail Trial Balance - Add to Left Menu

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Wendy Ponting supported this idea  · 

  13. Select Multiple Column Options in Financial Reporting

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Wendy Ponting supported this idea  · 

  14. Column Spacing for Fund Statement List on Portal

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wendy Ponting supported this idea  · 

  15. Hide Contact Information for Show Student Data on Portal

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wendy Ponting supported this idea  · 

  16. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    83 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Wendy Ponting supported this idea  · 

  17. Donor Portal Financials - Only Allow Reporting on Closed Periods

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Wendy Ponting commented  · 

    I think this would be a great option that icould be turned off or on by the Community Foundation. Not a required setting.

  18. RevShare by Fund Group AND Import Internal Grants

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Wendy Ponting supported this idea  · 

  19. Fixed Assets and Depreciation

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Wendy Ponting supported this idea  · 

  20. Include attachments from emails when using the new Outlook Integration.

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Wendy Ponting supported this idea  · 
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