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Settings and activity

20 results found

  1. Create Grant Request - Enhancement Option to Rename the Button

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  2. Create Unique Crant Catalog based on Fund Advisor's interest

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  3. Filtering in portal reports

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  4. Display investment activity and fees by fund on fund advisor portal

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  5. Fund Advisor Portal: ability to show asset balances

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

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

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  7. Portal: update breadcrumbs when tab names are changed

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  8. Pop-up Communications for Fund Advisors that show in the Portal

    31 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  9. Option to display image on fund in giving hub

    14 votes

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    1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    In Portal Options>Giving Hub Settings> select edit. There is an option to display fund image. If an image is on a fund record it will display. I assume this request is for the Portal?

    Holly Weaver supported this idea  · 

  10. board portal

    188 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Holly Weaver supported this idea  · 

  11. Household Donations on Donor Portal

    58 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

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

    131 votes

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    Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  13. Visual Presentations Using Charts (with GL data)

    10 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Holly Weaver supported this idea  · 

  14. Enhance Budgeting Tools - Scenarios, Forecasts

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Holly Weaver supported this idea  · 

  15. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Holly Weaver supported this idea  · 

  16. email - integration with Outlook

    83 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Holly Weaver supported this idea  · 

  17. Charity Check Data should be updated daily

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    At this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.

    Holly Weaver supported this idea  · 
    An error occurred while saving the comment
    Holly Weaver commented  · 

    The CRA offers daily charity status downloads from its website currently. Perhaps some discussion should be had with Grant Connect about automating a pull from the website?

    Holly Weaver shared this idea  · 

  18. Unique URLs to Easily Share Reports

    17 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Holly Weaver supported this idea  · 

  19. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Holly Weaver supported this idea  · 

  20. Ability to build custom dashboards

    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Holly Weaver supported this idea  ·