Settings and activity

4 results found

1. Require Primary Advisor Approval

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Patrick Meehan supported this idea  ·  Aug 29, 2025

2. Add ability to COPY internal grants in new Portal

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   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Patrick Meehan supported this idea  ·  Jun 10, 2025

3. Portal: Display donor mailing label or recognition name instead of name

   65 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Patrick Meehan supported this idea  ·  Jan 7, 2025

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

   106 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Patrick Meehan supported this idea  ·  Dec 2, 2024