Settings and activity

312 results found

1. Portal: ACH Option

   96 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

2. Fund Reminders

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

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

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   58 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

4. Printing Fund Statements

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

5. fund advisor portal image

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

6. Add Yearly-Tax Receipt to Portal in Files or Statements

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

7. Profiles Marked as Deceased

   7 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

8. Add Donation URL/Link to Fund Profile

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

9. Make PDF Names customizable

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

10. Alert or Task Pop-Up Reminders

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

11. Print Fund Statements ONLY for Primary Fund Advisors

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

12. Set email for login and send email for password

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

13. Add closed funds to fund advisor designation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

14. "Inactive/active" donor data in portal

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 22, 2025

15. Track Fund Milestone Anniversaries

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  Oct 4, 2024

16. Anonymous for publication option

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Sep 3, 2024

17. Add a Documents/Resources tab to the new Donor Portal

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Sep 3, 2024

18. Loans between 2 Funds

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 26, 2024

19. make fund advisor inactive

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 26, 2024

20. Include fund names for open pledges on donation page

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Aug 19, 2024