Settings and activity
34 results found
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9 votes
Tiffany Caron
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20 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Tiffany Caron
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8 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Tiffany Caron
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17 votes
An error occurred while saving the comment Tiffany Caron
commented
Our concern with this has been resolved. We can now turn off the ability to login as Staff and still keep access to Login as Fund Advisors :-) Thank you.
An error occurred while saving the comment Tiffany Caron
commented
We are also worried about Staff being able to login as other staff with only one login as permission available. We have limited staff with full admin access and others who only require login as permissions to assist our Fund Advisors, Donors etc...We would like to see the login as permission for Staff Users and Funds advisors, Donors, Organizations etc.. separated. This will significantly minimize the risk that a disgruntled employee uses the login as permission to login as another employee to make changes/updates anywhere in the system.
Tiffany Caron
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9 votesTiffany Caron
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18 votes
An error occurred while saving the comment Tiffany Caron
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We fully agree and also have concerns with the reverse. For example, reporting on Notes or Attachments has extremely limited reporting capabilities and they cannot be reported on as they may relate to a grant, profile, donation, or fund. We would like to be able to report on anything in CSuite and be able to link the profiles, grants, donations in a number of different ways at once instead of generating a few reports and manually having to link the information.
Tiffany Caron
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51 votesTiffany Caron
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100 votesTiffany Caron
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94 votesTiffany Caron
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13 votesTiffany Caron
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211 votesTiffany Caron
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2 votesTiffany Caron
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9 votes
An error occurred while saving the comment Tiffany Caron
commented
Currently, when building a form in GLM it allows us to sync certain CSuite fields from the grant. We would like to be able to sync the Fund Name from CSuite to GLM.
Tiffany Caron
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11 votes
An error occurred while saving the comment Tiffany Caron
commented
The masking of anonymous would also need to carry over into Reporting. Those marked as Anonymous and masked would not be named (also not include email/address details) on any Reports unless they are being generated by those with access but only if unmasking is done beforehand or approved.
Possible solutions:
1. Requiring a passcode to unlock the Anonymous details.
2. Having a separate and unique permission specifically for this.Tiffany Caron
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25 votesTiffany Caron
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10 votesTiffany Caron
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9 votesTiffany Caron
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200 votesTiffany Caron
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2 votesTiffany Caron
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9 votesTiffany Caron
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We would like to see a private donation url for private funds as well. We have a fund setup where the incoming donations are strictly for 1 group of Donors. They don't want public donations but would like to stop writing cheques and be able to give to their fund via bank or credit card.