Settings and activity

16 results found

1. Enable Two-Factor Authentication via Text Message

   78 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Emily Hannon supported this idea  ·  April 24, 2024

2. History of Fund Advisors for a Fund

   39 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Hannon supported this idea  ·  February 01, 2024

3. Merge profile should not lose Steward or Engagement Strategy from the older profile

   16 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Hannon supported this idea  ·  February 01, 2024

4. Profile Merge should include all fields

   81 votes

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   5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Hannon supported this idea  ·  February 01, 2024

5. Duplicate Profiles

   14 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Hannon supported this idea  ·  February 01, 2024

6. Household opportunities should show on Individual profiles

   45 votes

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   1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Hannon supported this idea  ·  November 08, 2023

7. Fund Advisor: Make Password visible

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Emily Hannon supported this idea  ·  November 08, 2023

8. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

   133 votes

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   3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Hannon supported this idea  ·  November 08, 2023

9. Closed Funds should appear in Red in Relationships tab

   74 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Emily Hannon supported this idea  ·  November 08, 2023

10. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    56 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Emily Hannon commented  ·  November 08, 2023  ·  Edit…  ·  Delete…

    Agreed!

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    Emily Hannon supported this idea  ·  November 08, 2023

11. Add Online Donation Description to the Description Field not Notes FIeld

    22 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Emily Hannon commented  ·  June 02, 2023  ·  Edit…  ·  Delete…

    I am currently running into this issue with a memorial golf scramble. Donors are paying for their golf/team/hole sponsorship registration through stripe payments. The donor comments in their donation what they are purchasing, however the Fund Advisor is not able to see this description. It is up to our staff to manually look into each gift, copy the notes into the description field and notify the fund advisor. Very time consuming!

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    Emily Hannon supported this idea  ·  June 02, 2023

12. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Emily Hannon supported this idea  ·  June 02, 2023

13. Event campaigns - adding fund advisor ability to view in portal

    7 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Emily Hannon supported this idea  ·  May 10, 2023

14. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Emily Hannon supported this idea  ·  May 10, 2023

15. Advisor Portal - Option to view activity by year

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Emily Hannon supported this idea  ·  May 10, 2023

16. File Organization in Donor Portal

    99 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Emily Hannon supported this idea  ·  December 02, 2022