Settings and activity

14 results found

1. Yearly Tax Receipt on Portal

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Mar 25, 2025

2. Historical Donations - Editing the Donation Comment

   12 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Rio Wofford commented  ·  Mar 19, 2025  ·  Edit…  ·  Delete…

   Since you can't edit a donation comment, the edit button shouldn't show at all. But I agree, if it does show, it needs to show a normal warning message similar to:

   "Sorry, you cannot edit a donation comment on a historical donation."

   Thank you, Angela!

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   Rio Wofford supported this idea  ·  Mar 19, 2025

3. Comparative balance sheets with the ability to input comparative date

   2 votes

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   1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Mar 19, 2025
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   Rio Wofford commented  ·  Mar 19, 2025  ·  Edit…  ·  Delete…

   I believe this is meant for Csuite Idealab.

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4. Nonprofit Directory Visual Experience

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   10 votes

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   4 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Mar 6, 2025
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   Rio Wofford commented  ·  Mar 6, 2025  ·  Edit…  ·  Delete…

   I think allowing this image area to use the image on the profile makes sense for a number of reasons. The first reason is that it would then be consistent with how the Funds imaging works within the Giving Hub. Within the Giving Hub, the Funds Profile (from the list or grid) is represented by the main image on the Fund. Then when you click onto the fund to donate, you'll see the additional image.

   Changing this area to function similarly/identically to how the imaging works within Funds on the Giving Portal will reduce the learning curve of the portal.

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5. Grant Catalog Request Page - need character limits

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Aug 28, 2024

6. Scholarship list

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Aug 6, 2024

7. Fund statements: Need school name in Grantee section

   149 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

   Rio Wofford supported this idea  ·  Aug 5, 2024

8. campaign tax receipt

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Jul 2, 2024

9. Add conditional logic to custom fields

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Rio Wofford supported this idea  ·  Jun 7, 2024

10. profiles: display relationship and engagement tab numbers

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    68 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Rio Wofford supported this idea  ·  Jun 3, 2024

11. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Rio Wofford supported this idea  ·  Mar 1, 2024

12. Yearly Tax Receipt Templates Download Word.Doc

    26 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Rio Wofford shared this idea  ·  Jan 12, 2024

13. All filters for all custom reports

    3 votes

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    0 comments  ·  Nonprofit Solutions Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Rio Wofford supported this idea  ·  Nov 13, 2023

14. Add Form Creation Date to Reporting field options

    13 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Rio Wofford supported this idea  ·  Mar 9, 2023