Settings and activity

305 results found

1. Donor Portal should display only posted donations

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Lorna Sandberg supported this idea  ·  May 14, 2025

2. Show Tribute Detail on Portal Donations Tab

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  May 14, 2025

3. Fund Advisor Emails: Employee Names

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  May 14, 2025

4. "Invoice Me" Option for Ticket Purchasers

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Apr 29, 2025

5. Fund Anniversary with Thank You Letter Template

   5 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 29, 2025

6. Include Nick Name and Birth Name Fields in Profile Search Results

   16 votes

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

7. Link file to fund

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg commented  ·  Apr 22, 2025  ·  Edit…  ·  Delete…

   Would like to be able to link to more than one fund and more than one profile, for files and notes.

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   Lorna Sandberg supported this idea  ·  Apr 22, 2025

8. Expand Outlook Integration for reading notes & profile details

   5 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

9. Portal: ACH Option

   127 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

10. Fund Reminders

    7 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

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

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    65 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

12. 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

13. 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

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

    14 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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