Settings and activity

51 results found

1. 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

2. 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

3. Bulk link donations to opportunities

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

4. Batch run fund statements based on Fund IDs

   8 votes

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

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

   13 votes

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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

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

   96 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

7. Option to make profile a Tribute

   2 votes

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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

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

9. 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

10. Import Org Roles

    4 votes

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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

11. 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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    Tori Hart shared this idea  ·  May 2, 2025

12. 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

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. Campaign Profile Note

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    4 votes

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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

15. Giving Hub - Customized Questions

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Tori Hart shared this idea  ·  Apr 30, 2025

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

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Tori Hart supported this idea  ·  Apr 30, 2025

17. 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

18. 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

19. 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

20. 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