Settings and activity

33 results found

1. Develop Login Report that also shows Profiles logging in with PIN

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Nov 4, 2024

2. Add Salutation as a Required Field to Checkout

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Nov 4, 2024

3. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

   9 votes

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   0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 28, 2024

4. Automatically Populate Grantee Contact on Internal Grants

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 10, 2024

5. customizable text for tribute fields in Giving Hub

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 9, 2024

6. portal style

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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.

   
   

   Gregg Oosterbaan supported this idea  ·  Oct 9, 2024

7. Create Report that Combines Profiles default report, Profile Log fields and Logs fields

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 8, 2024

8. Show Multiyear Grants in Grant Summary table as they are paid

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan shared this idea  ·  Oct 3, 2024

9. Manager Evaluations

   9 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Oct 3, 2024

10. Add "Primary" Fund Advisor as Reportable Field

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    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Oct 3, 2024

11. Change State Search in Portal to Table

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Oct 3, 2024

12. donation comments

    20 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan shared this idea  ·  Sep 30, 2024

13. FA Donation notifications should include tribute information

    65 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Aug 12, 2024

14. Wealth search third party software to integrate with CSuite

    17 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Aug 12, 2024

15. fund advisor portal grant notification-advisor specific

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Jul 10, 2024

16. Include first and last names (and other fields) during Mailchimp sync

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Jun 25, 2024

17. Tracking Updates to Profile Addresses, Phone Numbers, and Emails

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Gregg Oosterbaan supported this idea  ·  Jun 17, 2024

18. Display CC Void/Rescind Status Online

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Jun 13, 2024

19. Tributes and Stripe gifts

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    There is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.

    Gregg Oosterbaan supported this idea  ·  Jun 13, 2024

20. Online_donation_email_body

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Jun 13, 2024