Settings and activity

33 results found

1. Multiple Advisors on one grant

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Tori Hart commented  ·  Aug 20, 2025  ·  Edit…  ·  Delete…

   This would be really helpful for administering our funds, especially our designated funds, where we often have multiple advisors (from different households) who are responsible for the gift. The grant advisor field pulls into the letters we send to charities alongside their check, and it would be great to include all the advisors who should receive thank you notes from the charity.

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   Tori Hart supported this idea  ·  Aug 20, 2025

2. Express consent to share donor info with fund holders

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   Proposed Idea  ·  21 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Aug 4, 2025

3. An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Jul 22, 2025

4. Public Name for Internal Grant Funds

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Tori Hart commented  ·  Jul 21, 2025  ·  Edit…  ·  Delete…

   This field would be relevant to both our tax receipt templates as well as our Fund Statement templates.

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   Tori Hart shared this idea  ·  Jan 21, 2025

5. Bulk link donations to opportunities

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Edit…  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jul 17, 2025

6. Batch run fund statements based on Fund IDs

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Edit…  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jul 9, 2025

7. Fund Advisor Portal: Total Grant Distributions in Calendar Year

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jun 10, 2025

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

   72 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  May 21, 2025

9. Option to make profile a Tribute

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  May 21, 2025

10. 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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    Tori Hart supported this idea  ·  May 21, 2025

11. Fund admin fees on Fund Summary in portal

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

12. Import Org Roles

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  May 7, 2025

13. Upload IDs - Legacy Profile Code

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  May 2, 2025

14. Upload IDs - Legacy Profile Code

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  May 2, 2025

15. Upload IDs - Legacy Profile Code

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  May 2, 2025

16. Campaign Profile Note

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  May 1, 2025

17. Giving Hub - Customized Questions

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Apr 30, 2025

18. Portal: Display donor mailing label or recognition name instead of name

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Apr 30, 2025

19. Creating customized templates for reports

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Apr 11, 2025

20. payment date

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Apr 8, 2025