Settings and activity

248 results found

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

   41 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

2. Indicate required fields with an asterisk

   73 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

3. Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

4. Identifying Yearly Tax Recipients

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

5. Address Validation

   5 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

6. Add the 'Log' Menu item to every screen that has data on it.

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

7. Bringing the Login log up to date with portal login changes

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

8. File Categories and "sticky" function in the new portal to organize fundholder files

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

9. Separate "hide description" for Donations vs Grants

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

10. Expand Outlook Integration for reading notes & profile details

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

11. Portal: ACH Option

    9 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

12. task list show profile name

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

13. Tribute

    • 

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

14. Pledge Balances in Custom Reports

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

15. Automatically Post Recurring Donations

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

16. Fund Advisor - Student Data

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

17. Choose specific grant/check/donation to test Templates

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty commented  ·  Mar 27, 2025  ·  Edit…  ·  Delete…

    This would make testing templates SO much easier. Currently the system appears to randomly select a grant/check/donation when testing the template, which means the record may not contain information in the template fields you are editing. Being able to select the record used to test the template would help us ensure much more quickly that the changes we are making to the template will appear the way we want under different conditions.

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    Madison Leighty supported this idea  ·  Mar 27, 2025

18. log

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

19. check labels

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

20. Page Titles Reflect Navigation & Tab Changes

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025