Settings and activity

54 results found

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

   93 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

2. Portal: ACH Option

   141 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

3. Investment activity on Fund Summary dashboard in portal

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   7 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

4. 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

5. 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

6. 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 shared this idea  ·  Apr 7, 2025

7. 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

8. 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

9. 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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   Dana Fiel supported this idea  ·  Feb 18, 2025

10. 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

11. 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

12. 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

13. 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

14. Recurring Alerts on Home Menu

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    103 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