Settings and activity

249 results found

1. View Only permission option for Log In As in New Portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Madison Leighty supported this idea  ·  Feb 18, 2025

2. Fund Advisor Options - Donations and Grants Emails

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   38 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Feb 18, 2025

3. When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed.

   3 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  ·  Feb 18, 2025

4. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   22 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  ·  Feb 18, 2025

5. Option to rename "login" button for Portal

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   32 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jan 16, 2025

6. Simplify/Merge the Grant Request screens

   96 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Jan 16, 2025

7. Select users to share custom reports with instead of sharing with everyone

   10 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  ·  Jan 9, 2025

8. Multiple Opportunity Beneficiaries

   11 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Madison Leighty shared this idea  ·  Jan 7, 2025

9. Profile Permissions: Separate "Manage Login Info" from "Login As"

   8 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  ·  Jan 2, 2025

10. More details to email from "Fund Advisor Profile Updated"

    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  ·  Jan 2, 2025

11. New Portal tutorial for outside users

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

12. Primary email for grant letters

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

13. Editable Unique URL for Funds

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

14. Clear Tribute Verbiage

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    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

15. New Fund Advisor Portal Grant Request Style

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

16. Fund Groups Giving Hub

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

17. Grant Confirmation Email: Fund Advisor Salutation

    7 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  ·  Jan 2, 2025

18. Giving Hub link for guest Donations to Funds marked Private

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

19. Formatting for "Amount" fields in all Content areas

    79 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Jan 2, 2025

20. Foundant for Outlook add-in: add date to note

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty shared this idea  ·  Jan 2, 2025