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60 votesJulie supported this idea ·
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An error occurred while saving the comment Julie commentedPlease make sure to vote and comment here as well: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44718337-one-log-in-across-foundant-platforms
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39 votesJulie supported this idea ·
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An error occurred while saving the comment Julie commentedThe field that is currently labeled "Payment Date" should be Voucher Date and the Field labeled "Check Date" should be relabeled as "Payment Date"
Check doesn't make sense when payments are done electronically.
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15 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Julie supported this idea ·
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24 votesPlanned · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Julie supported this idea ·
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An error occurred while saving the comment Julie commentedAgree. Maybe Fund Portal Access?
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13 votesJulie supported this idea ·
We're running into challenges with people who have access to the Fund Portal (for example people who receive statements for Designated or Field of Interest Funds) being confused by the fact that C Suite lists them as "Fund Advisors" on the Fund Portal when they don't have advisory privileges.
I'd suggest calling it the Fund Portal - it's about access to the fund, not necessarily donations. Not everyone who has access to the fund is a Donor. Most importantly though, please update the label at the top from Fund Advisor to something like Fund Access.
I created an additional Idea Lab post about this label here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46988734-change-label-for-fund-advisor-on-portal-not-ev