Settings and activity

38 results found

1. salutation

   22 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 28, 2026

2. Portal: ACH Option

   151 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 28, 2026

3. Auto-Populate Names

   44 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 28, 2026

4. Use organization domain for email communications

   105 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 28, 2026

5. portal grant request

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   80 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 28, 2026

6. Add Secondary Steward to Profiles/Funds

   41 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 28, 2026

7. Mobile application for Fund Advisor Portal

   74 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Apr 28, 2026

8. Word Document Option for Donation Receipt Envelopes

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Shelly Jones shared this idea  ·  Jan 14, 2026

9. check labels

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Shelly Jones commented  ·  Jan 13, 2026  ·  Edit…  ·  Delete…

   This would also be helpful for the Donations Needing Receipts process!

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   Shelly Jones supported this idea  ·  Jan 13, 2026

10. Tribute Template - Salutation Merge Field

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Jan 13, 2026

11. Tax receipt

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Jan 13, 2026

12. Hide Contact Information for Show Student Data on Portal

    37 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Apr 3, 2025

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

    103 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Apr 3, 2025

14. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Apr 3, 2025

15. RevShare by Fund Group AND Import Internal Grants

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Mar 19, 2025

16. Fund Advisor Options - Donations and Grants Emails

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    41 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 14, 2025

17. Add Salutation as a Required Field to Checkout

    34 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

18. birthday - option to not include year

    121 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

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

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    73 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025

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

    64 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Feb 4, 2025