Settings and activity

53 results found

1. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   22 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

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

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

3. Historical Donations - Editing the Donation Comment

   15 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

4. Fund Advisor Options - Donations and Grants Emails

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   38 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

5. Toggle off closed accounts in bank reconcile

   36 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

6. Indicate required fields with an asterisk

   87 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

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

   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

8. Column Spacing for Fund Statement List on Portal

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   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

9. Balance Swaps Should Warn if a Account goes Negative

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 9, 2025

10. Financial Views

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 9, 2025

11. Unwanted Updates to Bank Reconcile

    31 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 9, 2025

12. Formatting for "Amount" fields in all Content areas

    79 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 7, 2025

13. Custom Reports: Opportunity Tasks & Notes

    95 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 7, 2025

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

    58 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 7, 2025

15. Simplify/Merge the Grant Request screens

    96 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 7, 2025

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

    215 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 7, 2025

17. Bulk delete grants...please!

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Oct 22, 2024

18. Change Grantee in Grant Request to internal fund

    59 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Jennifer Brambley commented  ·  Oct 22, 2024  ·  Edit…  ·  Delete…

    I just had to do this and it would be so much easier to have some kind of internal switch.

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    Jennifer Brambley supported this idea  ·  Jun 30, 2021

19. Discount Codes for Event Tickets

    14 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  Oct 22, 2024

20. Campaign Main Page

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Jennifer Brambley shared this idea  ·  Oct 16, 2024