Settings and activity

57 results found

1. More Relative Date options: Yesterday and Today

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 21, 2025

2. Edit Fund Settings : can we break those down further?

   15 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

3. Custom Reports: Opportunity Tasks & Notes

   118 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

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

   97 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

5. Portal: ACH Option

   147 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

6. Investment activity on Fund Summary dashboard in portal

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   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

7. Fund admin fees on Fund Summary in portal

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

8. Upload IDs - Legacy Profile Code

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 2, 2025

9. payment date

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Dana Fiel shared this idea  ·  Apr 7, 2025

10. payment date

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Apr 7, 2025

11. Bulk Edit - Payment schedule date and grant date

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    86 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Apr 7, 2025

12. 1099 - Add Mailing Address to Report

    55 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Feb 18, 2025

13. Bring back sold amount option for tax receipts

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 29, 2025

14. custom report check date field

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Dana Fiel shared this idea  ·  Jan 29, 2025

15. Public Name for Internal Grant Funds

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 22, 2025

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

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 17, 2025

17. Recurring Alerts on Home Menu

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    102 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 17, 2025