Settings and activity

51 results found

1. Custom Reports: Opportunity Tasks & Notes

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Nov 22, 2024

2. default text in content

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Nov 15, 2024

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

   47 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Nov 15, 2024
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   S.Ledford commented  ·  Nov 15, 2024  ·  Edit…  ·  Delete…

   100% agree with this. Please let us proxy as the user, then stop proxying when done. This works quite well in GLM and it did in CSuite but now it will be a pain in dealing with the customers. Thank you for consideration.

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4. Closed Funds - Displaying Activity on the Portal

   23 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 10, 2024

5. Dedupe by address and also by "similar" name.

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

6. I would like for fundholders to be able see an address for the organization they'd like to grant to. They are concerned that we don't have

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

7. Set Default Payment Type on Donations

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

8. New Login Screen - Default to PIN

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

9. Indicate Required fields on Grant Request form

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Oct 7, 2024

10. Add "Primary" Fund Advisor as Reportable Field

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    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

11. List Carts Report

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

12. Show Multiyear Grants in Grant Summary table as they are paid

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

13. Show $0.00 Spendable Balance

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

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

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

15. Reports: Freeze the column headers

    33 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

16. donation comments

    20 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    S.Ledford commented  ·  Oct 7, 2024  ·  Edit…  ·  Delete…

    The comments entered in the Donation Comment field do not appear on the portal unless you enter them in the Description field. And we totally agree with the comment in the request. The portal users need the context.

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    S.Ledford supported this idea  ·  Oct 7, 2024

17. Create ability to attach files to a note

    89 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

18. FA Donation notifications should include tribute information

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 7, 2024

19. fund balance on fund history page

    28 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Oct 2, 2024

20. Donation Notes/Purpose in Giving Hub

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Sep 23, 2024