Skip to content
← IDEA LAB

Settings and activity

78 results found

  1. Add Content section for Yearly Tax Receipt emails

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron shared this idea  · 

  2. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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 supported this idea  · 

  3. Add Subscribed & Unsubscribed checkboxes within email fields

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron shared this idea  · 

  4. Reports: Freeze the column headers

    58 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  5. Recurring Alerts on Home Menu

    102 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  6. Custom Reports: Opportunity Tasks & Notes

    116 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  7. E-Tickets for Events in CSuite

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

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

    269 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  9. Add File Category column to Portal

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron shared this idea  · 

  10. Portal: staff approval option for profile edits

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  11. board portal

    208 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  12. Allow Fund Advisors who are Staff Members to update the Contact Preferences

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron shared this idea  · 

  13. Batch Create Merge letters from Approval Buckets

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron shared this idea  · 

  14. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    67 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  15. Sync attachments in csuite and glm

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron shared this idea  · 

  16. Mass Upload and Delete Email Attachments

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Feedback Needed  ·  4 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron shared this idea  · 

  17. Express consent to share donor info with fund holders

    61 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  21 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Caron supported this idea  · 

  18. Grant Refund

    56 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  7 comments  ·  GLM & SLM Idea Lab  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tiffany Caron commented  · 

    In CSuite, when creating a refund it shows the Edit GLM Options. When I update the GLM options to our current syncing process it doesn't actually sync the refund to the original request. The only thing that works for us is Void/Cancel but this doesn't work when a Grantee has cashed a cheque and is issuing one back to us. It would be awesome to have the refunds display similar to the Void/Cancel installment sync in GLM.

    Tiffany Caron supported this idea  · 
1 2 4 Next →