Settings and activity

77 results found

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

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

2. Add New CSuite Profile Matching Options

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

3. Produce external user guides for the portals

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

4. Tag More Than One Fund in a Note

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

5. Consolidated Grant Notify Emails for Multiple Grants Posted at Once

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

6. Auto-Populate Names

   38 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 14, 2026

7. Grant Letters on the Portal

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gloria Markus commented  ·  May 5, 2026  ·  Edit…  ·  Delete…

   Please include receipt letters as well to upload to the portal.

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   Gloria Markus supported this idea  ·  May 5, 2026

8. Tax receipt letters and grant letters automatically uploaded to Portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  May 5, 2026

9. Add Yearly-Tax Receipt to Portal in Files or Statements

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  May 5, 2026

10. Fund Statements, Advisors, Beneficiaries

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Edit…  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Dec 11, 2025

11. Grant deletion message

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  May 29, 2025

12. Internal Grant Decrease Spendable on Source Fund

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Apr 24, 2025

13. grant to spendable

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Apr 24, 2025

14. Have a Fund Advisor be Able to Upload a Document

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Apr 17, 2025

15. Fund Advisor Portal - make Fund Steward email address a hyperlink

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Mar 21, 2025

16. Create Grant Request Dropdown Arrows

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Mar 21, 2025

17. Stewards and Opportunities

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Mar 13, 2025

18. Easily searchable for grants/checks/journal entries/vouchers/documents and more

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gloria Markus commented  ·  Mar 11, 2025  ·  Edit…  ·  Delete…

    For checks/grants/vouchers/deposits/donations/documents and more, each has its own way of listing all the related items. Either 20 items per page or hundreds of items on one page. If there are 20 items per page, I have to advance it every 2 or so pages until I find the item I need and it could be years ago so this is very time consuming. There needs to be consistency and a search field within to search all pages without having to go page by page or be able to view all items or 50 items or 250 items.

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    Gloria Markus shared this idea  ·  Mar 11, 2025

19. Inactive funds/profiles Search

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Mar 6, 2025

20. Split Interest Payment Schedule

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Feb 28, 2025