Settings and activity

36 results found

1. Portal: Display donor mailing label or recognition name instead of name

   66 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Feb 26, 2025

2. Expand capability of "add note to CSuite" Outlook integration

   98 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Feb 26, 2025

3. Link Internal Grants and corresponding Internal Donations in custom report

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Holly Weaver shared this idea  ·  Feb 26, 2025

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

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

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

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

6. Fund Advisor Portal: ability to show asset balances

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

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

   111 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

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

   46 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Holly Weaver supported this idea  ·  Dec 6, 2024

9. board portal

   209 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Holly Weaver supported this idea  ·  Dec 6, 2024

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

    269 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

11. Visual Presentations Using Charts (with GL data)

    19 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Dec 6, 2024

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

    33 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Holly Weaver supported this idea  ·  Oct 9, 2024

13. email - integration with Outlook

    89 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Oct 9, 2024

14. Charity Check Data should be updated daily

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  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  ·  Sep 24, 2024
    An error occurred while saving the comment
    Holly Weaver commented  ·  Sep 24, 2024  ·  Edit…  ·  Delete…

    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?

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    Holly Weaver shared this idea  ·  Sep 11, 2024

15. Unique URLs to Easily Share Reports

    25 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Holly Weaver supported this idea  ·  Aug 21, 2024

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

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Holly Weaver supported this idea  ·  Aug 21, 2024