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Settings and activity

31 results found

  1. 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  · 

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

    108 votes

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

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

    45 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  4. board portal

    208 votes

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

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

    267 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Holly Weaver supported this idea  · 

  6. Visual Presentations Using Charts (with GL data)

    18 votes

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

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

    32 votes

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

  8. email - integration with Outlook

    88 votes

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

  9. 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  · 

  10. Unique URLs to Easily Share Reports

    21 votes

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

  11. 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  ·  Admin →
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    Holly Weaver supported this idea  · 
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