Settings and activity

79 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. New Fund Advisor Portal Grant Request Style

   15 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

5. New Portal tutorial for outside users

   13 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

6. Donor Portal Logout Page

   27 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

7. portal style

   19 votes

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   1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

   
   

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   Elizabeth Messerli commented  ·  Jan 10, 2025  ·  Edit…  ·  Delete…

   Agreed on #1 - It would be so helpful to have the tab stay highlighted/a different color to indicate your current place. The sub-tabs of the Grants area currently have this, but the main navigation tabs on the left side do not. If not hard coded, could this be an option in styling?

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   Elizabeth Messerli supported this idea  ·  Jan 10, 2025

8. Portal: update breadcrumbs when tab names are changed

   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

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

   44 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

10. email - integration with Outlook

    87 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

11. 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

12. 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

13. birthday - option to not include year

    116 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

14. 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

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

    89 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

16. Indicate required fields with an asterisk

    106 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

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

    62 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

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

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Elizabeth Messerli supported this idea  ·  Jan 10, 2025

19. 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

20. 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