Settings and activity

50 results found

1. portal style

   11 votes

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   1 comment  ·  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.

   
   

   Jennifer Meckling supported this idea  ·  Dec 30, 2024

2. Show $0.00 Spendable Balance

   22 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 30, 2024

3. donation comments

   24 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 30, 2024

4. Restrict fields for editing on public-facing profile

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   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

   Please provide a way for us to limit the fields that nonprofit folks can edit for display in their directory. We have styled our Directory with html in one of the text fields. It would be awesome if nonprofits could update important stuff, but we do not want to risk losing our code. The ability to restrict editing for one or more of these fields would be life-changing for us.

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   Jennifer Meckling commented  ·  Nov 18, 2024  ·  Edit…  ·  Delete…

   This is critical. We have spend hours customizing some fields with graphic tags and other HTML. :-)

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   Jennifer Meckling supported this idea  ·  Nov 18, 2024

5. nonprofit directory

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   5 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 4, 2024

6. Fund Imports: Giving Hub

   15 votes

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

7. Custom Reports: Opportunity Tasks & Notes

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 2, 2024

8. Opportunity bulk import improvement

   23 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Dec 2, 2024

9. Create Unique Crant Catalog based on Fund Advisor's interest

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jennifer Meckling supported this idea  ·  Nov 18, 2024

10. Date Range for Donation and Grants Tab - New Portal

    10 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

11. Donor Portal Financials - Only Allow Reporting on Closed Periods

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

12. Pop-up Communications for Fund Advisors that show in the Portal

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

13. Portal: Include advised donations in "My Donations" tab

    17 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

14. "Back End" Affiliate/SO Fund Advisor Portal Styling

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    21 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

15. Household Donations on Donor Portal

    42 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 18, 2024

16. Grant Notifications for Internal Grants

    52 votes

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    8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jennifer Meckling supported this idea  ·  Nov 18, 2024

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

    78 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Nov 15, 2024

18. Opportunity should show on Fund Profile

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Oct 24, 2024

19. Automatic Emails for Opportunities using Stages as Triggers

    11 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Oct 24, 2024

20. Closed Funds - Displaying Activity on the Portal

    26 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jennifer Meckling supported this idea  ·  Oct 11, 2024