Settings and activity

52 results found

1. Minimize/Maximize file categories

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Apr 19, 2024

2. Files - Report when there is NOT a file attached (NULL)

   14 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jennifer Meckling supported this idea  ·  Apr 19, 2024

3. Last Donation Date does not reflect accurate last gift date

   81 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Mar 26, 2024

4. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

   60 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling commented  ·  Jan 12, 2024  ·  Edit…  ·  Delete…

   Please, please, please consider "Fund Portal" rather than "Donor Portal". More than 1000 individuals in our database have portal access who are NOT donors; they are nonprofit staff or board members who are stewarding a fund but are most certainly not donors.

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   Jennifer Meckling commented  ·  Aug 24, 2023  ·  Edit…  ·  Delete…

   I agree with these comments! It is confusing inside and outside the community foundation and would make an enormous difference. A similar idea is posted here: https://bit.ly/3srYZru

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   Jennifer Meckling supported this idea  ·  Jul 10, 2023

5. fundholder portal - appearance of fund advisor name

   7 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling commented  ·  Jan 11, 2024  ·  Edit…  ·  Delete…

   Speaking for our agency funds, is is extremely important that the names of those with portal access remain listed so that organization representatives can easily see who has access to the portal. Without this information viewable, the burden of determining who has access will fall to our staff manually checking; this would be untenable.

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   Jennifer Meckling supported this idea  ·  Dec 29, 2022

6. Donor/Fund Advisor Portal: Grantee Search

   15 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 7, 2023

7. Optional Grant Letter: Proposed Idea

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 1, 2023

8. Scholarship Directory (Similar to Nonprofit Directory)

   55 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 1, 2023

9. Gift Adjustments: Requires Unreconciliation

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 1, 2023

10. Recognition Name Not Shown on the Fund Portal

    34 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Dec 1, 2023

11. Link one note to multiple profiles or funds

    33 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  Nov 14, 2023

12. Add ability to link Opportunity to a Profile that served as a referral

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  Aug 3, 2023

13. Listing of Funds on the portal - use public name field

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Public Name is used in the Fund Listing for the Donation Portal.  Fund Name is used for the Fund Advisor Portal because it is the legal name of the fund.  Are you asking for the Fund Public name to be used in the Fund Advisor Portal?

    Jennifer Meckling supported this idea  ·  Jul 26, 2023

14. Portal Styling Support with Classes

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    16 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jul 18, 2023

15. Link Tasks to the Stages in Opportunities

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  Jul 18, 2023

16. Opportunity Task Workflow

    30 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  Jul 18, 2023

17. Combine credit card fees with the donation amount

    104 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  Jul 18, 2023

18. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Jul 10, 2023

19. Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"

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    16 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling shared this idea  ·  May 18, 2023

20. Nonprofit Directory: Keyword search for donors + more elegant appearance

    4 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Apr 11, 2023