144 results found
-
Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
12 votes -
Fund Advisor Self-Management via the Portal
Setting up and managing fund advisors currently falls entirely on the admin side, which becomes a significant burden for foundations with many affiliates and funds. Allowing the primary advisor on an affiliate or fund to manage additional advisors directly in the portal (adding advisors, setting access levels, removing advisors) would distribute that responsibility appropriately and reduce admin overhead. Essentially, bringing the advisor management capabilities that exist on the admin side into the portal for primary advisors to use.
2 votes -
Resend "Forgot Your Password" Email from Admin Side
Admins currently have no way to trigger a password reset email on behalf of a portal user. Adding the ability to resend the "Forgot Your Password" email from the admin side would reduce friction for onboarding and login support without requiring the user to initiate it themselves.
2 votes -
Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have…
4 votes -
Customizable access to Donor tab of Portal
We would like to limit access to the Donor tab (and the options within it) in the Portal as we can with the Fund Management tab. It would be ideal to show/hide the Donor tab and the category options offered on each profile.
2 votes -
3 options for grants in the donor portal
allow fund advisors in the donor portal to be anonymous, share their name, and a third option to provide their home address to the grantee for thank you letters.
5 votes -
Portal Login email send option from CSuite for all login types
It would be highly beneficial to have the Portal Login Email option available in CSuite for all designations, not just Fund Advisors. Our team regularly creates login emails for Donors and Grantees, and enabling this feature for these groups would: Standardize communication across all designations & reduce reliance on Outlook for manual sends and save significant time and reduce errors through automation
Currently, this functionality appears limited to Fund Advisors. Expanding it to Donors and Grantees would materially improve efficiency.
4 votes -
Hide Contact Information for Show Student Data on Portal
When "Show Student Data" selected in the Donor Advisor Portal Setting have it only show student's name and school they're attending, but no personal information.
37 votes -
Make Fund Beneficiary Info Available in the Grantee Portal
Currently we give fund beneficiaries access as a fund advisor to the fund where they are the beneficiary. There are some funds that have multiple beneficiaries on one fund so it gets confusing for the different nonprofits. We have fixed this by now when setting up designated funds we set up one fund per beneficiary. Looking through Compass discussions everyone seems to deal with this in different ways.
We want to provide the nonprofit with the information readily available for them but we do not necessarily want them to have all the information on the fund. Being set up as…
1 vote -
Affiliate Portal Fund Balance Page: Add/Display Fund Group and/or Subgroup Column
On the Fund Balance page within an affiliate record, there's currently no way to see which fund group or fund subgroup a fund belongs to on that page. Adding an optional Fund Group or Subgroup column would help affiliates quickly categorize and distinguish their funds (fiscal sponsor, charitable remainder trust, agency, individual/family, etc.) without additional navigation.
1 vote -
Affiliate Portal Gifts Page - Add/Display Fund Name Column
When viewing the table displayed on the Gifts/Donations page on an affiliate record in the portal, there's currently no way to identify which fund a gift was directed to without running an export. Adding a Fund Name column directly to the gifts table would make this information immediately visible without the extra steps, which is a quick win for usability.
1 vote -
Move "Review Grant Request" link to just below Grant Request Cart
Please move the Review Grant Request link to just below the Grant Request Cart so fund advisors readily see this link.
10 votes -
Require Two-Factor Authentication Option
Allow the option to require two-factor authentication for Fund Advisors in the portal. Currently we can only advise they enable this feature but would like the toggle option to require it as an added security measure.
5 votes -
aallieri@cfpbmc.org
Show closed funds, with an indicator, on the Fund Advisor Portal so fund holders can continue to see the funds history. We have had this request from a few of our fund holders.
6 votes -
is there a way to change the name of the button in event registration from ticket to registration
Provide the option to change the name of the button in event registration from ticket to something else in order to customize for organizations. Example we do not use the language of ticket but reservation since we do not physically provide tickets for an event.
2 votes -
Fund Advisor Portal: Total Grant Distributions in Calendar Year
We've had several fundholders reach out and ask to see a summary of their total grantmaking for the calendar year at the top of the portal screen. This would be a summary amount similar to current balance and amount available for grantmaking that would be easily viewable on the fund summary page.
13 votes -
Proposed: Financial Advisor Portal
Concept Overview: A third portal type (or a distinct configuration mode) that mirrors the affiliate portal's grouping functionality but is purpose-built for the financial advisor relationship.
Key Features: Fund Grouping
The financial advisor should be able to organize their clients' funds into logical groupings — by household, family name, client tier, or advisory team. This mirrors the affiliate portal's grouping capability without co-opting the affiliate record type.Separate Record Type: Rather than using the Affiliate record, CommunitySuite would introduce a Financial Advisor record (or profile type) in the CRM/contact layer. This keeps the data model clean:
- Affiliates = supporting organizations…
2 votes -
Allow grant requests to be submitted when a fund's available cash balance is insufficient
Problem and use case:
Some DAF foundations/organizations operate in a model where grant requests are submitted before funds are transferred into the fund. The vetting, due diligence, and approval process must happen first, and the donor does not send money until after the grant has been approved. As a result, the fund will almost always carry an insufficient cash balance at the time a request is submitted.
Currently, the portal blocks fund advisors from submitting a grant request that exceeds their available cash balance. For organizations that follow this workflow, this restriction makes the grant request feature unusable, forcing them…
1 vote -
Internal Grants Display Differently Between Portal List and Export
When you look at the Grants within the portal, the grantee column shows the name of the fund to which an internal grant was made. When you export this same data the csv file shows the grantee name as the name of your foundation, which is causing confusion for advisors who are comparing the two. Is it possible to have the grantee be the fund name in the export as well? It would be also be great to be able to customize the fields that are included in the export beyond the default selections.
2 votes -
aallieri@cfpbmc.org
Enable the ability to disable the “Attach Files” field on the Grant Request screen in the portal. We would like the option to turn off file attachments for fund advisors when submitting grant requests, as this feature is not being used as intended.
1 vote
- Don't see your idea?