Settings and activity

44 results found

1. Choose what donor/donation data fund advisors see in portal

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  April 25, 2024

2. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   20 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

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   Bryant Phillips commented  ·  April 10, 2024  ·  Edit…  ·  Delete…

   It would also be helpful if the notification email we receive included details about the actual change, instead of just a general email that a change was made.

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   Bryant Phillips supported this idea  ·  April 10, 2024

3. ID # search

   31 votes

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   3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Bryant Phillips commented  ·  April 05, 2024  ·  Edit…  ·  Delete…

   As Dedie mentioned, there are a number of areas in CSuite where the ID also isn't even visible when searching - like custom reports when filtering by profile, merging profiles and selecting the other profile, changing the grantee on a grant, etc. It would be a big help if the ID was at least included in the search results after the name. If we could also search by ID in addition to name, that would be great also. Without this, there's a higher chance for mistakes. Sometimes, we have to keep guessing at the search until the right record is selected.

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   Bryant Phillips supported this idea  ·  April 05, 2024

4. Custom Reports: Multiple Filters

   106 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  April 05, 2024

5. Recurring Donation - give donors option to end or change amount on portal

   140 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  April 05, 2024

6. Household opportunities should show on Individual profiles

   43 votes

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   1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Bryant Phillips supported this idea  ·  April 05, 2024

7. Complete Multiple Grants at One Time

   70 votes

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

   
   

   Bryant Phillips supported this idea  ·  April 05, 2024

8. birthday - option to not include year

   49 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  April 05, 2024

9. Create ability to attach files to a note

   50 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  April 05, 2024

10. Allow Donor Addresses on Donations to be pulled for reports

    20 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Bryant Phillips shared this idea  ·  April 04, 2024

11. Increase character count in grant description field

    18 votes

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

    
    

    Bryant Phillips supported this idea  ·  April 03, 2024

12. Allow Donors to Add Grant Contact/Address in Portal

    19 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Bryant Phillips commented  ·  March 29, 2024  ·  Edit…  ·  Delete…

    This was previously set to "Planned". Just confirming, is the current status "Under Consideration" a downgrade?

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    Bryant Phillips supported this idea  ·  March 15, 2023

13. Grant Request Bucket - checkboxes for requests to create grants

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Bryant Phillips shared this idea  ·  March 29, 2024

14. If Then logic custom reports

    17 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Bryant Phillips supported this idea  ·  March 26, 2024

15. Custom Report Filter: "AND" "OR" logic within one filter

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Bryant Phillips supported this idea  ·  March 26, 2024

16. Bulk Edit - Payment schedule date and grant date

    26 votes

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

    
    

    Bryant Phillips supported this idea  ·  March 26, 2024

17. bulk upload

    10 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Bryant Phillips supported this idea  ·  March 26, 2024

18. Batch attach file to grant

    16 votes

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

    
    

    Bryant Phillips supported this idea  ·  March 26, 2024

19. Profiles: jump link to get to grants listing under grantee summary in donor portal

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    We plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.

    Bryant Phillips supported this idea  ·  March 26, 2024

20. Pending grant requests should be listed on grants tab of donor portal

    11 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  March 26, 2024