Settings and activity

114 results found

1. Custom Content on New Applicant Dashboard

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   0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 19, 2024

2. mobile app

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 19, 2024

3. New Portal tutorial for outside users

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 19, 2024

4. giving hub

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   1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   A fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.

   Zac Smith supported this idea  ·  Nov 19, 2024

5. Primary email for grant letters

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 19, 2024

6. Allow Multiple Files to be Uploaded to a Single File Upload Question

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   0 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 12, 2024

7. Option to Sort Custom Reports by Date Last Run

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 5, 2024

8. Return to PROFILE instead of campaign when deleting from campaign

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Zac Smith supported this idea  ·  Nov 5, 2024

9. 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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   Zac Smith supported this idea  ·  Nov 5, 2024

10. Allow fundholders to edit recurring grants even if they have no max recurrance

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 5, 2024

11. Campaign Enhancements

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Nov 5, 2024

12. Apply to Spendable for Scholarship Refunds, particularly Post by Payment

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Oct 22, 2024

13. Sponsored org

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Oct 15, 2024

14. Allow Foundation staff to hide an ACTIVE organization in the donor portal.

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Oct 15, 2024

15. View Organization History

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Oct 15, 2024

16. comment

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    1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Oct 15, 2024

17. Hide Inactive Org Role and Profile Link or Reorganize Structure to make easier to read

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Zac Smith shared this idea  ·  Oct 8, 2024

18. Grant Recognition Options

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Zac Smith supported this idea  ·  Oct 8, 2024

19. Filtering should include nulls/blanks unless the filter is to exclude it

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    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Zac Smith shared this idea  ·  Sep 25, 2024

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

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Zac Smith commented  ·  Sep 24, 2024  ·  Edit…  ·  Delete…

    Completely agree that this needs to be revisited. This issue is the reason we have not switched from the legacy Fund Advisor portal to the new portal yet. The negative impact on our customer service and internal efficiency would be felt far more than benefits of the additional features in the new portals.

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    Zac Smith supported this idea  ·  Sep 24, 2024