Settings and activity

80 results found

1. Limit Profiles that can Login to the New Portal

   12 votes

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   5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jessica Renfro supported this idea  ·  Feb 12, 2025

2. Fund Advisor Options - Donations and Grants Emails

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   25 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

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

   129 votes

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   Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

4. Update Manual Fund Statements to only allow you select through a closed time period

   23 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

5. Simplify/Merge the Grant Request screens

   33 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

6. Selected left navigation tab to stay a different color

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

7. Donor Portal Logout Page

   25 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

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

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

9. Donor Portal Financials - Only Allow Reporting on Closed Periods

   34 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jessica Renfro supported this idea  ·  Feb 12, 2025

10. Pop-up Communications for Fund Advisors that show in the Portal

    30 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Feb 12, 2025

11. Portal: staff approval option for profile edits

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Feb 12, 2025

12. Recurring Grant: Calendar End Date Option

    36 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Feb 12, 2025

13. grant request button

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Feb 6, 2025

14. Date Range for Donation and Grants Tab - New Portal

    19 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 27, 2025

15. Filtering in portal reports

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 27, 2025

16. Fix Mobile View for Portal

    35 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 24, 2025

17. portal style

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

    
    

    Jessica Renfro supported this idea  ·  Jan 24, 2025

18. Add Proxy Information in System Log when Login As is used - Audit Purposes

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 24, 2025

19. Profile Permissions: Separate "Manage Login Info" from "Login As"

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 24, 2025

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

    38 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Jessica Renfro supported this idea  ·  Jan 16, 2025