Settings and activity

51 results found

1. Scholarship Directory (Similar to Nonprofit Directory)

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Mar 4, 2025

2. Allow Profile Edit on a Per Designation Basis

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Mar 4, 2025

3. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Mar 4, 2025

4. Ability to Rename "Other Foundation Funds"

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   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Mar 4, 2025

5. Donor Portal Logout Page

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Mar 4, 2025

6. Create Grant Request - Enhancement Option to Rename the Button

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Mar 4, 2025

7. 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  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Mar 4, 2025

8. Add Salutation as a Required Field to Checkout

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Feb 28, 2025

9. Formatting for "Amount" fields in all Content areas

   89 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  Feb 21, 2025

10. 1099 - Add Mailing Address to Report

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Feb 21, 2025

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

    251 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Feb 21, 2025

12. Fund Advisor Options - Donations and Grants Emails

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    41 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Anna Wagner commented  ·  Feb 13, 2025  ·  Edit…  ·  Delete…

    Love this idea!

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    Anna Wagner supported this idea  ·  Feb 13, 2025

13. Flag Duplicate Addresses

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Jan 22, 2025

14. Dedupe by address and also by "similar" name.

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Jan 22, 2025

15. Profile Duplicates- Lower Percentage Match

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Jan 22, 2025
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    Anna Wagner commented  ·  Jan 22, 2025  ·  Edit…  ·  Delete…

    Totally agree! Other software has options for a "fuzzy" matching that takes into account a certain % of variance in a match. It's easier to say "this isn't a duplicate" with false positives from a fuzzy match than having to hunt through 1,000's of profiles to find duplicates that aren't populating on the duplicate list.

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16. Duplicate Grants

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Dec 19, 2024

17. Impact Investing: revenue share

    19 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Nov 21, 2024

18. Revenue Share Deposits - Impact Investment Interest Income

    16 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  Nov 21, 2024

19. Edit a Pledge

    21 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anna Wagner commented  ·  Nov 6, 2024  ·  Edit…  ·  Delete…

    Yes, please! Also, linking an unposted donation should not automatically adjust a pledge. It amplifies these types of messy issues.

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    Anna Wagner supported this idea  ·  Nov 6, 2024

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

    106 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anna Wagner shared this idea  ·  Nov 6, 2024