Settings and activity

58 results found

1. Single Sign On with Microsoft 365

   8 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Sally Weldon commented  ·  Jul 15, 2025  ·  Edit…  ·  Delete…

   Since GLM has this capability it would be great to extend it to CSuite as well.

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   Sally Weldon supported this idea  ·  Jul 15, 2025

2. filter selections showing "invalid" error when editing a report

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sally Weldon shared this idea  ·  May 13, 2025

3. Add Email address "Other Detail" to a reporting object.

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   31 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sally Weldon commented  ·  May 9, 2025  ·  Edit…  ·  Delete…

   When a field is added to the database for any reason, maybe part of the check list for that new field should be it is available in custom reports. We have a list of fields in the database that haven't been added to custom reports and we have created idea labs, asked support to add them.
   I'll add these to our list as well. Please, Foundant, have part of the new field process be having it available for reporting.

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   Sally Weldon supported this idea  ·  May 9, 2025

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

   87 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Apr 29, 2025

5. 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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   Sally Weldon supported this idea  ·  Apr 29, 2025

6. Portal: ACH Option

   93 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Apr 29, 2025

7. Candid Search in Portal

   12 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Apr 24, 2025

8. 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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   Sally Weldon supported this idea  ·  Mar 10, 2025

9. Opportunity bulk import improvement

   41 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Sally Weldon supported this idea  ·  Mar 10, 2025

10. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

    10 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon commented  ·  Mar 10, 2025  ·  Edit…  ·  Delete…

    This would really help our Donor Relations team work with fundholders who are using the portal.

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    Sally Weldon supported this idea  ·  Mar 10, 2025

11. giving hub remove other option

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Sally Weldon shared this idea  ·  Feb 26, 2025

12. Custom Reports: Opportunity Tasks & Notes

    105 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Feb 17, 2025
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    Sally Weldon commented  ·  Dec 9, 2024  ·  Edit…  ·  Delete…

    Why only the Task ID and Name? The other fields should be easy to add to the custom report. It's like it was an oversight.

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13. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Feb 17, 2025

14. Recurring Grant: Calendar End Date Option

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Feb 17, 2025

15. Create Grant Request - Enhancement Option to Rename the Button

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Jan 22, 2025

16. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

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    58 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Jan 22, 2025

17. Fund Imports: Giving Hub

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Dec 3, 2024

18. Recurring Alerts on Home Menu

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    104 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Nov 12, 2024

19. 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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    Sally Weldon supported this idea  ·  Nov 12, 2024

20. Login As --Removes user's existing login

    234 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Sally Weldon supported this idea  ·  Nov 12, 2024