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Settings and activity

18 results found

  1. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

    10 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  2. Grant Catalog in Left Menu of new Portal

    32 votes
    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  3. Include attachments from emails when using the new Outlook Integration.

    19 votes
    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  4. Address Validation

    5 votes
    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  5. Add the 'Log' Menu item to every screen that has data on it.

    15 votes
    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  6. Opportunity bulk import improvement

    35 votes
    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  7. Recurring Alerts on Home Menu

    97 votes
    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  8. Fund Advisor Options - Donations and Grants Emails

    30 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  9. Simplify/Merge the Grant Request screens

    75 votes
    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

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

    174 votes
    Proposed Idea  ·  29 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  11. Grant Letters - Need Ability to Customize Process & Edit Letters

    53 votes
    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  12. Grant Letters on the Portal

    4 votes
    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?
    Mackenzee Burton shared this idea  · 

  13. Custom Field on Notes

    35 votes
    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  14. Ability to edit Profile Fund Link categories versus deleting and relinking

    41 votes
    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

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

    43 votes
    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  16. Expand capability of "add note to CSuite" Outlook integration

    51 votes
    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  17. Custom Reports: Opportunity Tasks & Notes

    76 votes
    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  · 

  18. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    32 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?
    Mackenzee Burton supported this idea  ·