Settings and activity

165 results found

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

   40 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

2. Grant Catalog in Left Menu of new Portal

   33 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

3. Additional Color Style Selections, please!

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

4. Simplify/Merge the Grant Request screens

   82 votes

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   Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

5. Fund Advisor - Student Data

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

6. Fund Advisor Options - Donations and Grants Emails

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   31 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 13, 2025

7. Check register to include all check numbers, even "combined' checks

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 4, 2025

8. Candid Search in Portal

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 4, 2025

9. Donor Portal Financials - Only Allow Reporting on Closed Periods

   79 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Feb 4, 2025

10. Duplicate Grants

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

11. Add Fund field for templates should allow for shortname also

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

12. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

    19 votes

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

    
    

    Michele Jeican supported this idea  ·  Dec 17, 2024

13. Formatting for "Amount" fields in all Content areas

    63 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

14. Grant Approval with Vouchers

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Nov 6, 2024

15. Candid/GuideStar Grants Report

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    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Nov 6, 2024

16. Grant Recognition Options

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Oct 18, 2024

17. portal style

    18 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.

    
    

    Michele Jeican supported this idea  ·  Oct 18, 2024

18. Change Grantee in Grant Request to internal fund

    58 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Michele Jeican commented  ·  Oct 18, 2024  ·  Edit…  ·  Delete…

    Currently, when a fund advisor requests a grant through the portal, if the grant is an interfund, we have to void their request and re-enter it causing confusion to the fund advisor.

    It would be great to have the ability to internally switch it to interfund on the back end to keep the integrity of the fund advisor's request intact.

    Thanks!
    Michele Jeican
    Finance Coordinator
    Northern New York Community Foundation
    Watertown, NY 13601

    Save Submitting...
    Michele Jeican supported this idea  ·  Oct 18, 2024

19. Charity Check Data should be updated daily

    2 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    At this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.

    Michele Jeican supported this idea  ·  Sep 16, 2024

20. Grant request notification for staff - can they be targeted based on steward designation?

    7 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Sep 16, 2024