Settings and activity

122 results found

1. 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

   25 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

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

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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

3. 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

4. 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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5. 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

6. assign check template by fund

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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

7. Household opportunities should show on Individual profiles

   65 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

8. Automatic Emails for Opportunities using Stages as Triggers

   16 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

9. Opportunity bulk import improvement

   43 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

10. 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

11. 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

12. Pledge Section/Table in the Fund Statement Template

    9 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

13. Pledge Reporting

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 17, 2024

14. Edit a Pledge

    22 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 17, 2024

15. Formatting for "Amount" fields in all Content areas

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susie Lotreck shared this idea  ·  Dec 16, 2024

16. default text in content

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 16, 2024

17. Net proceeds total for stock donations

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Susie Lotreck commented  ·  Dec 16, 2024  ·  Edit…  ·  Delete…

    This would save time! At this time we copy/paste into Excel to confirm the net total.

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    Susie Lotreck supported this idea  ·  Dec 16, 2024

18. Allow Nonprofit Address to be private in directory

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Dec 16, 2024

19. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Susie Lotreck shared this idea  ·  Dec 16, 2024

20. New portal for fund advisors - please mark on the profile card which one is the advisor

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Nov 8, 2024