Settings and activity

63 results found

1. 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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   Michelle Eberly supported this idea  ·  Apr 17, 2025

2. Have a Fund Advisor be Able to Upload a Document

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 17, 2025

3. 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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   Michelle Eberly supported this idea  ·  Apr 7, 2025

4. 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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   Michelle Eberly commented  ·  Apr 1, 2025  ·  Edit…  ·  Delete…

   In the new Portal, when a fund advisor is making a grant recommendation under the 'Choosing from a Previous Grantee or Fund' option, can you add a drop-down arrow in white boxes so that the advisor knows to click in the box for a drop-down list?

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   Michelle Eberly supported this idea  ·  Jan 22, 2025

5. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

6. Option to rename "login" button for Portal

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   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

7. Ability to edit Profile Fund Link categories versus deleting and relinking

   59 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

8. 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

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

9. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michelle Eberly supported this idea  ·  Apr 1, 2025

10. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    72 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Apr 1, 2025

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

    86 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Apr 1, 2025

12. Indicate required fields with an asterisk

    100 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

13. Portal: staff approval option for profile edits

    24 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

14. Portal: Display donor mailing label or recognition name instead of name

    61 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

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

    235 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

16. Simplify/Merge the Grant Request screens

    104 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Mar 17, 2025

17. New Fund Advisor Portal Grant Request Style

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jan 27, 2025

18. Abandoned Cart Email: Option to select who to send email to

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Jan 22, 2025

19. Change Grantee in Grant Request to internal fund

    60 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Eberly supported this idea  ·  Dec 27, 2024

20. Customize Fund Advisor portal

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Note: Files can be uploaded and submitted with a grant request through the portal.

    Michelle Eberly supported this idea  ·  Oct 14, 2024