Settings and activity

302 results found

1. Pledge Balances in Custom Reports

   5 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

2. Automatically Post Recurring Donations

   11 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

3. 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

4. check labels

   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  ·  Mar 27, 2025

5. Page Titles Reflect Navigation & Tab Changes

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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

6. Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled

   8 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

7. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

8. Quotation marks mess up letter formatting in PDF conversion

   4 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

9. scholarship

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Mar 27, 2025

10. Ability to Split Internal Grants into Multiple Funds

    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  ·  Mar 27, 2025

11. Hide Memorial/Tribute Amounts not working on new Portal

    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

12. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

    15 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

13. From Portal - List all Fund Advisor's Funds at Top on Giving Hub

    5 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

14. Fund Advisor Portal - make Fund Steward email address a hyperlink

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    18 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

15. Accept Combination of $ and , entered in Grant Request Amount on 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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    Madison Leighty supported this idea  ·  Mar 27, 2025

16. Make Profile address fields/windows longer on screen

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

17. Make "Choose an Account to View" the Portal Landing Page for Users with Multiple Accounts

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    7 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

18. Historical Donations - Editing the Donation Comment

    16 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Mar 27, 2025

19. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    74 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

20. fund advisor portal image

    5 votes

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