Settings and activity

134 results found

1. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 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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   Susie Lotreck supported this idea  ·  Mar 18, 2025

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

   43 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 18, 2025

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

   101 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 18, 2025

4. Option to rename "login" button for Portal

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   33 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

5. 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

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

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   58 votes

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   Proposed Idea  ·  5 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

7. 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

8. 1099 - Add Mailing Address to Report

   49 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

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

   59 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

10. 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

11. Fund Advisor Options - Donations and Grants Emails

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    40 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

12. 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

13. 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

    24 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

14. 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

15. 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

16. 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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    Susie Lotreck supported this idea  ·  Jan 17, 2025

17. 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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    Susie Lotreck supported this idea  ·  Jan 17, 2025

18. 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

19. 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

20. Batch Donation Notify and Grant Notify Emails

    33 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