Settings and activity

75 results found

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

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

2. Philanthropic Interest to be set on the Fund

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

3. Add search functionality to tasks

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

4. notes

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

5. Approval Function for Grant Requests in Portal

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Brambley commented  ·  Jun 12, 2025  ·  Edit…  ·  Delete…

   I like this idea, but I think it would be best to have an option to select specific funds for this and not have it set for all funds.

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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

6. Filtered Fund Lists (with URL)

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

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

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 22, 2025

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

   24 votes

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

9. Historical Donations - Editing the Donation Comment

   16 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

10. Fund Advisor Options - Donations and Grants Emails

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    40 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

11. Toggle off closed accounts in bank reconcile

    43 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

12. Indicate required fields with an asterisk

    100 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

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

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    59 votes

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

14. Column Spacing for Fund Statement List on Portal

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    40 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

15. Balance Swaps Should Warn if a Account goes Negative

    15 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

16. Financial Views

    19 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

17. Unwanted Updates to Bank Reconcile

    42 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

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

    87 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

19. Custom Reports: Opportunity Tasks & Notes

    107 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

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

    74 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