Settings and activity
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10 votes
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6 votes
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14 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
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24 votes
Mark Bejcek
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28 votes
Mark Bejcek
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1 vote
Mark Bejcek
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Mark Bejcek
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13 votes
Mark Bejcek
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25 votes
Mark Bejcek
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1 vote
Mark Bejcek
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6 votes
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Mark Bejcek
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1 voteProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Mark Bejcek
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3 votes
Mark Bejcek
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3 votes
Mark Bejcek
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20 votes
Mark Bejcek
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Mark Bejcek
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11 votes
Mark Bejcek
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11 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Mark Bejcek
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1 voteProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Mark Bejcek
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7 votes
Mark Bejcek
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Please include the "Last Login" field in custom reports and the Export CSV on the Fund Advisor page.
It would be extremely helpful to have access to a Last Login field for Fund Advisor users in both custom reporting and the Export CSV. This data point would allow staff to:
Track engagement with the Fund Advisor Portal
Monitor inactive users over time
Measure portal adoption and effectiveness
Proactively reach out to unengaged advisors
Currently, there is no way to systematically report on or export this information, which makes evaluating portal usage difficult. Adding this field to reports and exports would provide valuable insight into fundholder behavior and help foundations better tailor outreach strategies.