Settings and activity
63 results found
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3 votes
There is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:
- Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
- This does not need to be selected to have more than one fund advisor setup on a fund.
Michelle Eberly
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9 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Michelle Eberly
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11 votesMichelle Eberly
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33 votesMichelle Eberly
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39 votesMichelle Eberly
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81 votesMichelle Eberly
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39 votesMichelle Eberly
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25 votesMichelle Eberly
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15 votesMichelle Eberly
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113 votesMichelle Eberly
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78 votes
An error occurred while saving the comment Michelle Eberly
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20 votesMichelle Eberly
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60 votes
When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
Michelle Eberly
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119 votes
This just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
Michelle Eberly
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24 votesMichelle Eberly
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51 votesMichelle Eberly
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47 votesMichelle Eberly
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202 votesMichelle Eberly
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143 votesMichelle Eberly
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16 votesMichelle Eberly
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I like this idea but it would be nice to have the option to select a second email address. I use the cc box to enter my email address so that a copy of the email is sent to me. That way, I have a record of the email should be any questions in the future as to when the email was sent.