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Settings and activity

41 results found

  1. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anonymous supported this idea  · 

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

    111 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anonymous supported this idea  · 

  3. 1099 - Add Mailing Address to Report

    57 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anonymous supported this idea  · 

  4. Custom Reports: Opportunity Tasks & Notes

    120 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anonymous supported this idea  · 

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

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  6. Profile Duplicates- Lower Percentage Match

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anonymous supported this idea  · 

  7. Public Name for Internal Grant Funds

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Anonymous supported this idea  · 

  8. Reports: Freeze the column headers

    58 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anonymous supported this idea  · 

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

    91 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Anonymous supported this idea  · 

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

    268 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anonymous commented  · 

    Agree with other comments

    Anonymous supported this idea  · 

  11. 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  ·  Admin →
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    Anonymous commented  · 

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

    Anonymous supported this idea  · 

  12. 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  ·  Admin →
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    Anonymous supported this idea  · 

  13. Navigation - Add Save option to left side menu

    53 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Anonymous supported this idea  · 

  14. Multiple contacts for Organizations

    47 votes

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    7 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anonymous supported this idea  · 

  15. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Anonymous supported this idea  · 

  16. 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  ·  Admin →
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    Anonymous supported this idea  · 

  17. Docusign Integration

    151 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Anonymous supported this idea  · 

  18. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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  19. Having the opportunity to upload video or even a YouTube link would allow organizations to showcase their work.

    24 votes

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    Planned  ·  3 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Anonymous supported this idea  · 

  20. Two contacts assigned to grant applications.

    172 votes

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    Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Anonymous supported this idea  · 
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