Settings and activity

126 results found

1. 1099 - Add Mailing Address to Report

   31 votes

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   3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Susan Lotreck supported this idea  ·  Feb 14, 2025

2. Option to rename "login" button for Portal

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   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Feb 14, 2025

3. Portal: Display donor mailing label or recognition name instead of name

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Feb 14, 2025

4. Limit Profiles that can Login to the New Portal

   12 votes

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   5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Susan Lotreck commented  ·  Feb 14, 2025  ·  Edit…  ·  Delete…

   I was not aware of this issue. We too will be enabling the portal for Fund Advisor only at this time.

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   Susan Lotreck supported this idea  ·  Feb 14, 2025

5. Recurring Grant: Calendar End Date Option

   36 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Feb 14, 2025

6. Profile Permissions: Separate "Manage Login Info" from "Login As"

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Feb 14, 2025

7. Fix Mobile View for Portal

   35 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Feb 14, 2025

8. Fund Advisor Options - Donations and Grants Emails

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   25 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Susan Lotreck commented  ·  Feb 13, 2025  ·  Edit…  ·  Delete…

   Excellent idea! Please implement

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   Susan Lotreck supported this idea  ·  Feb 13, 2025

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

   129 votes

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   Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susan Lotreck supported this idea  ·  Feb 12, 2025

10. Donor Portal Logout Page

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 12, 2025

11. Selected left navigation tab to stay a different color

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 12, 2025

12. Simplify/Merge the Grant Request screens

    33 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 12, 2025

13. Update Manual Fund Statements to only allow you select through a closed time period

    23 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 12, 2025

14. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Feb 12, 2025

15. Do not send Grant Notify email when a grant is unposted

    32 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 17, 2025

16. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Susan Lotreck supported this idea  ·  Jan 17, 2025

17. make fund advisor inactive

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 17, 2025

18. Grant Notify and Advisor Request Notify Email Management

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 17, 2025

19. Statement Type Option for No Statements

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 17, 2025

20. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    15 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Susan Lotreck supported this idea  ·  Jan 17, 2025