Settings and activity

65 results found

1. Allow Grant Catalog content to be customized

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   13 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

2. Personalization of "Make A Donation" button - to display FA's fund only

   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

3. 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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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

4. 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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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

5. email - integration with Outlook

   88 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

6. Last Donation Date does not reflect accurate last gift date

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

7. board portal

   205 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

8. birthday - option to not include year

   117 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

9. profiles: display relationship and engagement tab numbers

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   69 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

10. 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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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

11. Indicate required fields with an asterisk

    109 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

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

    65 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 10, 2025

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

    261 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

14. 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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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

15. 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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    Elizabeth Messerli supported this idea  ·  Oct 21, 2024

16. View Organization History

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Elizabeth Messerli shared this idea  ·  Oct 3, 2024

17. Make follow ups/final reports available under organization history

    49 votes

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    Under Consideration  ·  12 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Oct 3, 2024

18. Organization Merge History

    8 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    Elizabeth Messerli supported this idea  ·  Oct 3, 2024

19. Organization Merge History

    8 votes

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    Under Consideration  ·  0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Oct 3, 2024

20. All Bulk Update Files Consolidated into a Single Bulk Update File

    10 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Sep 3, 2024