Settings and activity

46 results found

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

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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

2. 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

3. Investment activity on Fund Summary dashboard 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 21, 2025

4. 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

5. 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

6. 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

7. 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

8. 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

9. Campaign Profile Note

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

10. Giving Hub - Customized Questions

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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

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

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Apr 30, 2025

12. 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

13. 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

14. Clear grant requests from fund advisor carts without proxying in as the advisor

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Tori Hart commented  ·  Mar 19, 2025  ·  Edit…  ·  Delete…

    We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.

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    Tori Hart shared this idea  ·  Mar 19, 2025

15. scholarship

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Mar 12, 2025

16. scholarship

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    0 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Mar 12, 2025

17. Upload Ids - Expand Report Types

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Mar 6, 2025

18. User Reporting Permissions

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Mar 6, 2025

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

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Feb 12, 2025

20. Export List Views - Pledges Specifically

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Jan 30, 2025