Settings and activity

139 results found

1. Ability to Split Internal Grants into Multiple Funds

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 13, 2025

2. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  Mar 11, 2025  ·  Edit…  ·  Delete…

   Thank you posting this idea! This would be a welcomed enhancement. DAF fundholders awarding grants to other funds at our foundation happens often.

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   Susie Lotreck supported this idea  ·  Mar 10, 2025

3. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 10, 2025

4. 1099 - Add Mailing Address to Report

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Feb 14, 2025

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

   54 votes

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

6. Recurring Grant: Calendar End Date Option

   38 votes

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

7. Fund Advisor Options - Donations and Grants Emails

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   38 votes

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

   Excellent idea! Please implement

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   Susie Lotreck supported this idea  ·  Feb 13, 2025

8. Donor Portal Logout Page

   28 votes

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

9. Selected left navigation tab to stay a different color

   65 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Feb 12, 2025

10. 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

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Feb 12, 2025

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

    33 votes

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

12. 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

    
    

    Susie Lotreck supported this idea  ·  Jan 17, 2025

13. make fund advisor inactive

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

14. Grant Notify and Advisor Request Notify Email Management

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

15. Statement Type Option for No Statements

    25 votes

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

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

    17 votes

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

17. Batch Donation Notify and Grant Notify Emails

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Jan 17, 2025  ·  Edit…  ·  Delete…

    This would be a very welcomed enhancement!

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    Susie Lotreck supported this idea  ·  Jan 17, 2025

18. Send auto email to FA's with unsubmitted grants in cart

    32 votes

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

19. Develop Login Report that also shows Profiles logging in with PIN

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 17, 2025

20. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Susie Lotreck supported this idea  ·  Jan 17, 2025
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    Susie Lotreck commented  ·  Apr 8, 2024  ·  Edit…  ·  Delete…

    This is one of the reasons we turned off the function allowing fund advisors the ability to change profile information in the FA portal. It would terrific to have this idea implemented so we could turn that back on.

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