Settings and activity

30 results found

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

   192 votes

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   Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Samantha Skipton commented  ·  Mar 24, 2025  ·  Edit…  ·  Delete…

   Piggybacking off of this post - can there be a "view only" option for staff to login as? For audit purposes, we are hesitant to allow multiple donor support staff use this feature, which is critical to their job. If we knew it was view only - we could allow more staff to use this function. Thanks so much. I made this idea it's own post - but didn't get much traction.

   Also, love the sandbox idea mentioned previously.

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   Samantha Skipton supported this idea  ·  Feb 7, 2025

2. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   40 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 24, 2025

3. Selected left navigation tab to stay a different color

   48 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 24, 2025

4. Simplify/Merge the Grant Request screens

   82 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 24, 2025

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

   79 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 24, 2025

6. Automatically Post Recurring Donations

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Mar 5, 2025

7. Hide/Archive Option for Templates

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 26, 2025
   Samantha Skipton shared this idea  ·  Feb 24, 2025

8. Archive or 'Inactive' Tax Receipt Templates

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 26, 2025

9. Automatically Populate Grantee Contact on Internal Grants

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 26, 2025

10. List Cart Emails

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 26, 2025

11. Report Editing

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Samantha Skipton shared this idea  ·  Feb 26, 2025

12. Link Internal Grants and corresponding Internal Donations in custom report

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 26, 2025

13. Set Grant Letter When Creating Grant, not have to edit then set grant letter

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 26, 2025

14. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

15. Saving Yearly Tax Receipts to Profiles

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

16. Hide or Deactivate Letter Template

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

17. Merge Funds

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

18. Enhancement to Abandoned Cart Email Frequency

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 24, 2025

19. deceased

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 11, 2025

20. Customize Your Information Settings Per Campaign- Individual/Household/Organization

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Feb 7, 2025