Settings and activity
17 results found
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2 votes
Bryan Katz shared this idea ·
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
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2 votes
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4 votes
A fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.
An error occurred while saving the comment -
3 votes
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6 votes
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4 votes
The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
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4 votes
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3 votes
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1 vote
The search are does look at service area on a fund, so that could be an option that you communicate in the content area.
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40 votes
An error occurred while saving the comment When a user clicks the DONATION Tab within their DAF, it brings them to the DONATE page (https://xxxxx.fcsuite.com/erp/donate/list). The user's own funds are listed somewhere on this page along with dozens of funds that we have 'promoted'. This isn't ideal since the user's fund(s) are buried in the page. Improvement is essential. Either (1) put the user's fund(s) at the top of the DONATE page, or (2) allow the user to find their funds via the SEARCH bar that's at the top of the page. Right now the user's fund(s) do not show up in SEARCH presumably because they're Private - not promoted.
(fwiw, this is not the preferred approach for us. Another idea was submitted that when the user clicks 'donate' from their DAF, a direct link to allow them to do a credit card donation to their own DAF is preferred. Skye said in today's webiner this may be done in the future. But if that isn't possible, our users need this alternate solution.)
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4 votes
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4 votes
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2 votes
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3 votes
Donors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
An error occurred while saving the comment Your answer says, I think, that somone who has donated can sort their fund record via search string. If I got this right, this differs from the proposed capability:
I would like any of our website visitors (whether a donor or not) to be able to see the funds sorted by region (either Service Area or Group:Division) in the Giving Hub.
Allowing a sort by a user-entered string such as "xxxx" is ok but not preferred. Being able to see funds after choosing a button or list is preferred.
Ideally, if the user *is* registered, we would like to automatically provide them a subset of the Funds that are in the same region as the user's registered address.
An error occurred while saving the comment I wanted potential donors to be able to search through funds on the Giving Hub by Group:Division or Service Area so they could find a fund to match their interests, and then they could donate. You seem to be saying that after signing into their account, people who have donated can search their past donations. Did I get that right? If so, this isn't what I was hoping for.
I'm not fluent in FCSUITE. Is there is a way to do what I was hoping for: to allow potential donors to see Funds listed in that way so they can choose which one to donate to? If so, can you please show how I can find it in the menus?
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12 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
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18 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment This would help us. We support several communities across our state, and interested parties would like to be able to find funds specific to their community. Having the ability to select Group:Division and/or Service Area would help.
This isn't how it works today. Their private funds display *within the list* of promoted funds, alphabetically. In our case, there are almost 20 promoted funds, and the users can't easily find their fund. On top of that, presumably since the user's fund is PRIVATE, their fund does not appear when they type the name into the SEARCH bar at the top. This is not an effective design, and our users have complained.