Settings and activity

130 results found

1. Option to rename "login" button for Portal

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   35 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 18, 2025

2. Ability to Split Internal Grants into Multiple Funds

   3 votes

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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

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

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   71 votes

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   Under Consideration  ·  6 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

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

   10 votes

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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

5. 1099 - Add Mailing Address to Report

   54 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

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

   66 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 14, 2025

7. Recurring Grant: Calendar End Date Option

   41 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

8. Fund Advisor Options - Donations and Grants Emails

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   41 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

9. 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

   26 votes

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   Proposed Idea  ·  1 comment  ·  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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   Susie Lotreck supported this idea  ·  Feb 12, 2025

10. 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

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

    12 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

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

    38 votes

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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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13. Add "Primary" Fund Advisor as Reportable Field

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    29 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

14. assign check template by fund

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 17, 2025

15. Household opportunities should show on Individual profiles

    66 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 8, 2025

16. Automatic Emails for Opportunities using Stages as Triggers

    15 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 8, 2025

17. Opportunity bulk import improvement

    44 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 8, 2025

18. email - integration with Outlook

    88 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 8, 2025

19. Foundant for Outlook add-in: add date to note

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jan 7, 2025

20. Pledge Section/Table in the Fund Statement Template

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 17, 2024