Settings and activity

309 results found

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

   111 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

2. New portal for fund advisors - please mark on the profile card which one is the advisor

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

3. Personalization of "Make A Donation" button - to display FA's fund only

   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  ·  Nov 14, 2024

4. Ability to search for opportunities using global search and adding an opportunities search bar

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

5. Opportunity bulk import improvement

   44 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

6. Tribute Donation_letter Template Fields - add lowercase or name only options

   8 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  ·  Nov 14, 2024

7. Public Securities: Add back preview button on sale

   6 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  ·  Nov 14, 2024

8. Allow option to update/not update synced profile fields between GLM and CSuite

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

9. Candid/GuideStar Grants Report

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   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 7, 2024

10. aallieri@cfpbmc.org

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

11. Automatically Populate Grantee Contact on Internal Grants

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

12. Set both a default email tax receipt and print tax receipt templates by fund

    2 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  ·  Oct 22, 2024

13. Pledge Section/Table in the Fund Statement Template

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

14. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    48 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

15. Recurring Donations & Tributes

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

16. Fund Design - Permission for adding fund images and description(s)

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024

17. API for Constant Contact

    36 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

18. Portal: staff approval option for profile edits

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

19. add a team member to fund steward

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

20. Allow donor to opt out of automatically generated tax receipt from online donation

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024