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99 results found

  1. Profile>Engagement Tab - keep refresh page on Profile after campaign is deleted

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Zac Smith supported this idea  · 

  2. It would be helpful if Admin could copy a question from one process to the other.

    38 votes

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    3 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Zac Smith supported this idea  · 

  3. If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin

    6 votes

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    Planned  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Zac Smith supported this idea  · 

  4. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Zac Smith supported this idea  · 

  5. Mailchimp Tag Syncing from campaigns are adding Do Not Email profiles

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Zac Smith shared this idea  · 

  6. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

    14 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Zac Smith shared this idea  · 

  7. Default Template - None

    10 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Zac Smith supported this idea  · 

  8. Improve Fund Advisor Portal Edit Recurring Grants Options

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Zac Smith supported this idea  · 

  9. More Relative Date options: Yesterday and Today

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Zac Smith supported this idea  · 

  10. Multifund grant filter

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Zac Smith supported this idea  · 

  11. bulk manage note and task types

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Zac Smith supported this idea  · 

  12. Expand Reports for Opportunities

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Zac Smith supported this idea  · 

  13. GLM when searching for organizations

    6 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Search  ·  Admin →
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    Zac Smith supported this idea  · 

  14. Add File Upload to ACH/Bank Info Section in Portal

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Zac Smith supported this idea  · 

  15. Set email for login and send email for password

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Zac Smith supported this idea  · 

  16. Dashboard

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Zac Smith supported this idea  · 

  17. Pay Email Address for EFT Grant Notifications

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Zac Smith supported this idea  · 

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

    96 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Zac Smith supported this idea  · 

  19. Edit Fund Settings : can we break those down further?

    15 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Zac Smith supported this idea  · 

  20. Portal: ACH Option

    145 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Zac Smith commented  · 

    Agreed, the current version is not to a security level we would need to implement it. Having "login as" access then opens up the ability to change the ACH info for anyone and simply changing a profile's primary email opens up the ability too with the new portal's "login with email" option. I would actually prefer to see this tied to the "pay" email over the primary since that is the ACH notification email. And then the verification button and/or at least some notifications to that email both when the ACH info is changed and when that "pay" email is changed? Something that could raise some flags if anything unauthorized was happening.

    Zac Smith supported this idea  · 
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