Settings and activity

11 results found

1. Expand Notification - Tasks and Notes

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  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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   Sarah Grant supported this idea  ·  Dec 4, 2025

2. Require Primary Advisor Approval

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sarah Grant supported this idea  ·  Oct 10, 2025

3. manual fund statements

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sarah Grant supported this idea  ·  Oct 10, 2025

4. Recurring Grants: Edit Amount

   27 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sarah Grant supported this idea  ·  Oct 10, 2025

5. Grant Notify for Internal Grants

   46 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sarah Grant supported this idea  ·  Oct 10, 2025

6. reoccurring 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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   Sarah Grant shared this idea  ·  Oct 10, 2025

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

   103 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Sarah Grant supported this idea  ·  Oct 10, 2025

8. Login As --Removes user's existing login

   268 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sarah Grant supported this idea  ·  Oct 10, 2025

9. Use organization domain for email communications

   102 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Sarah Grant supported this idea  ·  Oct 10, 2025

10. Portal: ACH Option

    151 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sarah Grant supported this idea  ·  Oct 10, 2025

11. Use organization domain for email communications

    90 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Sarah Grant supported this idea  ·  Oct 10, 2025