Settings and activity

139 results found

1. Tax Receipts: Separate fields for Donor profile and Donation Advisor

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   0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jun 11, 2025

2. "Send Login Email" from Profile Login Info

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jun 5, 2025

3. board portal

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

   
   

   Susie Lotreck supported this idea  ·  May 21, 2025

4. API for Constant Contact

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 19, 2025

5. Primary Contact Field in Reports

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 16, 2025

6. Batch Approval

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   Proposed Idea  ·  30 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 9, 2025

7. Add Email address "Other Detail" to a reporting object.

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  May 8, 2025  ·  Edit…  ·  Delete…

   Please prioritize implementing this change. If other text fields in the profile area, are exportable, it doesn’t make sense that one can be exported in a custom report and the other cannot. This inconsistency limits our reporting capabilities and creates unnecessary and inefficient workarounds. Thank you!

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   Susie Lotreck supported this idea  ·  May 8, 2025

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

   222 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck commented  ·  May 7, 2025  ·  Edit…  ·  Delete…

   Something needs to be done to improve this situation. I feel foolish being on the phone explaining my paused delays to a fund advisor looking for support.

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   Susie Lotreck supported this idea  ·  Feb 12, 2025

9. Separate "hide description" for Donations vs Grants

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  May 6, 2025

10. Add Permission to View ACH Details in Profiles

    40 votes

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

    
    

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    Susie Lotreck commented  ·  May 6, 2025  ·  Edit…  ·  Delete…

    Please add this functionality for all the reasons mentioned above!!

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    Susie Lotreck supported this idea  ·  May 6, 2025

11. Simplify/Merge the Grant Request screens

    98 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  May 1, 2025
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    Susie Lotreck commented  ·  Mar 26, 2025  ·  Edit…  ·  Delete…

    Agree with all the points mentioned. In addition, please update the button label from 'SEARCH GRANTEE' to 'SEARCH GRANTEE OR FUND".

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12. Financial Statement exports to PDF using a predefined template

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 28, 2025

13. Grant Refund - Payment Type

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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  ·  Apr 28, 2025

14. Clear grant requests from fund advisor carts without proxying in as the advisor

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 7, 2025

15. Fix Sort Order on Files Tab for Affiliates

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck shared this idea  ·  Apr 3, 2025

16. fund portal

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 3, 2025

17. Add Questions to Grant Request Page in Fund Advisor Portal

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 3, 2025

18. Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 3, 2025

19. Add primary label to email and phone number on profile area of portal

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 3, 2025

20. Fund Portal: Multi-Payment Grants

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Apr 3, 2025