Settings and activity

6 results found

1. Enable Two-Factor Authentication via Text Message

   78 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Heidi Smith supported this idea  ·  April 16, 2024

2. delete donation record

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Heidi Smith shared this idea  ·  April 03, 2024

3. Last Donation Date does not reflect accurate last gift date

   83 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Heidi Smith supported this idea  ·  April 03, 2024

4. Add Fund Open Date and Investment Strategy to Underwater Funds Report

   71 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Heidi Smith commented  ·  September 14, 2023  ·  Edit…  ·  Delete…

   It would be GREAT to have the fund group and fund sub group added to the underwater report, it looks like it was requested in 2020, but the fields do not appear on the report.

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   Heidi Smith supported this idea  ·  September 14, 2023

5. Rename Unsubmitted Grant Requests to Grant Cart

   37 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Heidi Smith supported this idea  ·  September 14, 2023

6. Fund Advisor Portal Enhancements Please

   149 votes

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   Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Heidi Smith supported this idea  ·  July 24, 2023