Settings and activity

43 results found

1. Candid Search in Portal

   12 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman commented  ·  May 7, 2025  ·  Edit…  ·  Delete…

   I would welcome this level of control to help fundholders find their grantees. We prefer that we can control which one appears first (Candid or our Foundation), and if one comes up blank (i.e., not in our database), then it defaults to the second option.

   Our donors are often confused when they search; one is blank, and the other has data but doesn't automatically route them there.

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

   47 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

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

   70 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

4. Simplify/Merge the Grant Request screens

   102 votes

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   Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

5. 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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   Laurel Shulman supported this idea  ·  May 6, 2025

6. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

7. Page Titles Reflect Navigation & Tab Changes

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

8. Add Additional Fields to Grant Request in Portal

   11 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

9. Donor Portal suggestion to increase visibility of Create Grant Request

   15 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurel Shulman supported this idea  ·  May 6, 2025

10. Pop-up Communications for Fund Advisors that show in the Portal

    43 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 18, 2025

11. profiles: display relationship and engagement tab numbers

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    70 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 18, 2025

12. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 18, 2025

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

    59 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 18, 2025

14. Indicate required fields with an asterisk

    101 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 18, 2025

15. Expand capability of "add note to CSuite" Outlook integration

    77 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Laurel Shulman commented  ·  Feb 18, 2025  ·  Edit…  ·  Delete…

    We love the outlook integration! We really want to see the integration also allow for note type selection and fund name. We pull reports based on note types to internally report on our stakeholder engagement, so as of right now, we have to log into CSuite anyways to add the note type (which makes the integration less of a tool for success and more of a barrier in its current state).

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16. Include attachments from emails when using the new Outlook Integration.

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 18, 2025

17. grant minimums by fund group

    18 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Feb 10, 2025

18. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    46 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurel Shulman supported this idea  ·  Jan 27, 2025

19. portal style

    19 votes

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

    Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

    
    

    Laurel Shulman supported this idea  ·  Oct 9, 2024

20. default text in content

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Laurel Shulman shared this idea  ·  Oct 7, 2024