Settings and activity

97 results found

1. Donor Portal should display only posted donations

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Paul Tomkins supported this idea  ·  May 19, 2025

2. Add the ability to import custodial statements

   4 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Apr 7, 2025

3. Separate "hide description" for Donations vs Grants

   13 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins commented  ·  Apr 2, 2025  ·  Edit…  ·  Delete…

   Agreed. It would also be nice to not have just a blank description column if we choose to hide them.

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   Paul Tomkins supported this idea  ·  Apr 2, 2025

4. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Apr 2, 2025

5. Affiliate Portal Logo

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Affiliate/Supporting Orgs  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 26, 2025

6. Discount Codes for Event Tickets

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 12, 2025

7. Bank Reconcile - Reconcile List button within the reconciliation

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins shared this idea  ·  Mar 12, 2025

8. Pay Email Address for EFT Grant Notifications

   78 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 12, 2025

9. Reclass transactions and 1099 Reporting

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Paul Tomkins supported this idea  ·  Mar 3, 2025

10. 1099 - Add Mailing Address to Report

    50 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

11. 1099 Indicator box bulk update

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

12. vendor custom field

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

13. Enhancement to Abandoned Cart Email Frequency

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

14. Unwanted Updates to Bank Reconcile

    41 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

15. Portal: ACH Option

    96 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

16. Toggle off closed accounts in bank reconcile

    43 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Mar 3, 2025

17. Distribution start date

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 12, 2025

18. Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 12, 2025

19. Simplify/Merge the Grant Request screens

    103 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 12, 2025

20. Donor Portal Logout Page

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paul Tomkins supported this idea  ·  Feb 6, 2025