Settings and activity
69 results found
-
52 votes
Madeline Bennett supported this idea ·
-
52 votes
Madeline Bennett supported this idea ·
-
56 votes
Madeline Bennett supported this idea ·
-
56 votes
Madeline Bennett supported this idea ·
-
62 votes
Madeline Bennett supported this idea ·
-
68 votes
Madeline Bennett supported this idea ·
-
66 votes
Madeline Bennett supported this idea ·
-
71 votes
Madeline Bennett supported this idea ·
-
74 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Madeline Bennett supported this idea ·
-
90 votes
Madeline Bennett supported this idea ·
-
87 votes
Madeline Bennett supported this idea ·
-
99 votes
Madeline Bennett supported this idea ·
-
101 votes
Madeline Bennett supported this idea ·
-
120 votes
This just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
Madeline Bennett supported this idea ·
-
15 votes
An error occurred while saving the comment Madeline Bennett supported this idea ·
-
19 votes
Madeline Bennett supported this idea ·
-
14 votes
Madeline Bennett supported this idea ·
-
13 votes
Madeline Bennett supported this idea ·
-
20 votes
Madeline Bennett supported this idea ·
-
3 votes
Madeline Bennett supported this idea ·
I definitely support this idea. I have to craft a separate email, set temporary passwords, include the link to the portal login, then send the email manually. I also include a separate how to, as it does not populate them to the same view as a fund advisor. They have to utilize the "change Profile" option, then select the organization's view.
It seems a bit unnecessary considering the fund advisor designation carries all of this information (minus the navigation guide). I know it is not always as simple as I think though. Haha.