Settings and activity

40 results found

1. Donor Portal Financials - Only Allow Reporting on Closed Periods

   110 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 27, 2025

2. 1099 - Add Mailing Address to Report

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 27, 2025

3. Custom Reports: Opportunity Tasks & Notes

   116 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 27, 2025

4. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

5. Profile Duplicates- Lower Percentage Match

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

6. Public Name for Internal Grant Funds

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

7. Reports: Freeze the column headers

   58 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

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

   90 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

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

   269 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Anonymous commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

   Agree with other comments

   Save Submitting...
   Anonymous supported this idea  ·  Feb 6, 2025

10. Allow edits to password reset email for fund advisor portal

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  ·  Feb 6, 2025  ·  Edit…  ·  Delete…

    I think this is critical. You should be able to edit emails that are sent out. Especially when the canned email is confusing.

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    Anonymous supported this idea  ·  Feb 6, 2025

11. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

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    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Anonymous supported this idea  ·  May 4, 2023

12. Navigation - Add Save option to left side menu

    53 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

13. Multiple contacts for Organizations

    46 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Anonymous supported this idea  ·  Jun 8, 2022

14. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

15. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    48 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

16. Docusign Integration

    148 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 8, 2022

17. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Anonymous supported this idea  ·  Apr 11, 2022

18. Having the opportunity to upload video or even a YouTube link would allow organizations to showcase their work.

    23 votes

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    Planned  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 28, 2021

19. Two contacts assigned to grant applications.

    166 votes

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    Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 28, 2021

20. Summary report for individual reviewers

    118 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 28, 2021