Settings and activity

103 results found

1. Selected left navigation tab to stay a different color

   48 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli shared this idea  ·  Feb 1, 2025

2. 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

   23 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli shared this idea  ·  Feb 1, 2025

3. Destination funds for internal grants named on fund statements

   30 votes

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Elizabeth Messerli supported this idea  ·  Feb 1, 2025

4. Giving Hub link for guest Donations to Funds marked Private

   19 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Feb 1, 2025

5. Show 'private' funds in the Foundation Fund search dropdown when in the advisor portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Feb 1, 2025

6. Grant Catalog Donate vs. Grant Request Options

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jan 31, 2025
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   Elizabeth Messerli commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

   YES!!! This is critically important to us!!!! Here's what we mean.

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

   79 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

   In the fund portal, we'd like to be able to enable the Manual Fund Statements, however, as of now it lets you run a statement to include a time period where the books are still open. We currently only run monthly fund statements. We want fund advisors to have the option to select any time period they'd like to include in a fund statement...but need it to only have the option to go through a closed month. If the month is still open and the investment returns/losses or admin fees have not yet been allocated to the fund, then the fund statement isn't correct.

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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

8. Add a content area in the Manual Fund Statements page

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli shared this idea  ·  Jan 31, 2025

9. Grant Catalog in Left Menu of new Portal

   33 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Messerli commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

   This would be so helpful. It currently feels hard to find!

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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

10. Catalog request submission page: disable "submit another request" button

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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    Elizabeth Messerli shared this idea  ·  Jan 31, 2025

11. Grant Catalog Request Page - need character limits

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 31, 2025

12. Grant Catalog Request Fields - Make Optional

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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    Elizabeth Messerli commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

    In this same vane, please indicate required fields (*) on the Grant Catalog request form.

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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

13. Indicate Required Fields on Catalog Request Form

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grant Catalog  ·  Delete…  ·  Admin →
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    Elizabeth Messerli shared this idea  ·  Jan 31, 2025

14. 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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    Elizabeth Messerli shared this idea  ·  Jan 30, 2025

15. Simplify/Merge the Grant Request screens

    82 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli shared this idea  ·  Jan 10, 2025

16. Portal / Dashboard: for campaigns

    3 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

17. Event campaigns - adding fund advisor ability to view in portal

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

18. Allow Fund Advisors who are Staff Members to update the Contact Preferences

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

19. add photos

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

20. portal access: details on pages that profiles are viewing

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025