Settings and activity

120 results found

1. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   85 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 24, 2025

2. Add a label field for the Fund Steward section for each fund in the Giving Hub

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 19, 2025

3. Printing Fund Statements

   5 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  ·  Mar 19, 2025

4. RevShare by Fund Group AND Import Internal Grants

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 19, 2025

5. 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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   Susie Lotreck supported this idea  ·  Mar 18, 2025

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

   45 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Mar 18, 2025

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

   106 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

8. 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

9. 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

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

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    65 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

11. 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

12. 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

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

    64 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 14, 2025

14. 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

15. 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

16. Donor Portal Logout Page

    27 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

17. 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

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

    16 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

19. 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

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

    39 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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