Settings and activity

67 results found

1. Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

2. editing scholarship fund

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

3. Custom Fields on Scholarships

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

4. Welcome letter

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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  ·  Jun 12, 2025

5. export option - Profile/list by date

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

6. campaign budget

   13 votes

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

7. Fund Advisor Tracking Options

   6 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Brambley commented  ·  Jun 12, 2025  ·  Edit…  ·  Delete…

   This is a great idea! I would love to be able to track how our advisors move through the portal. This would be very valuable.

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   Jennifer Brambley supported this idea  ·  Jun 12, 2025

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

   13 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

9. 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

10. Add search functionality to tasks

    5 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

11. notes

    9 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

12. 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

13. 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

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

    28 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

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

    26 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

16. Historical Donations - Editing the Donation Comment

    19 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

17. Fund Advisor Options - Donations and Grants Emails

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    41 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

18. Toggle off closed accounts in bank reconcile

    46 votes

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

19. Indicate required fields with an asterisk

    113 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

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

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    71 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Brambley supported this idea  ·  May 22, 2025