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60 results found

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

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Anna Wagner supported this idea  · 

  2. portal grant request

    71 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anna Wagner commented  · 

    This would be helpful. Donors are always putting odd things in there!

    Anna Wagner supported this idea  · 

  3. DAFPay | Opt-out

    24 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anna Wagner commented  · 

    I didn't even know this was something a donor could do. Definitely a security issue.

    Anna Wagner supported this idea  · 

  4. Create VIEW ONLY proxy / "login as" permission

    44 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner commented  · 

    This would be great. We have donors who would be terrified to know that we could proxy in as them and it look like they made the action.

    Anna Wagner supported this idea  · 

  5. Use organization domain for email communications

    99 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Anna Wagner supported this idea  · 

  6. Full System Audit Trail / User Activity Logs should be mandatory

    71 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner commented  · 

    This is super important in EVERY area. We just ran into an issue where a staff member edited a grant type name, and no log was maintained for that action. Caused hours of headache to fix!

    Anna Wagner supported this idea  · 

  7. Mobile application for Fund Advisor Portal

    64 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Anna Wagner supported this idea  · 
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    Anna Wagner commented  · 

    This is a great idea! Our younger fundholders especially would love this.

  8. Custom Reports: Opportunity Tasks & Notes

    122 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anna Wagner supported this idea  · 

  9. Grant Notify for Internal Grants

    44 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Anna Wagner supported this idea  · 

  10. Add New CSuite Profile Matching Options

    38 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anna Wagner supported this idea  · 

  11. Journal Entry Sort

    35 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Anna Wagner supported this idea  · 

  12. Historical Donations - Editing the Donation Comment

    19 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anna Wagner supported this idea  · 

  13. Data Visualization Export Permissions

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anna Wagner shared this idea  · 

  14. Bulk Edit - Payment schedule date and grant date

    86 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Anna Wagner commented  · 

    This is critical. We had scholarships that were imported from SLM with a fixed payment date in the future, which then wouldn't let us print the checks in a timely manner for the payments to be sent out. We were told there was nothing to do about it other than wait, which is unrealistic in this day and age.

    Anna Wagner supported this idea  · 

  15. Indicate required fields with an asterisk

    119 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Anna Wagner supported this idea  · 

  16. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    73 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  17. Column Spacing for Fund Statement List on Portal

    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner supported this idea  · 

  18. Portal: ACH Option

    148 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner commented  · 

    Totally agree! The current setup is not useful or secure at all.

    Anna Wagner supported this idea  · 

  19. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner commented  · 

    I didn't know this was happening on the new giving hub as I assumed having donate off would prevent it from occurring. Thanks for bringing it up!

    Anna Wagner supported this idea  · 

  20. Additional Color Style Selections, please!

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anna Wagner shared this idea  · 
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