Settings and activity

55 results found

1. Limit Date Options for History Date Filter Based on Look Back Dates

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 28, 2025

2. Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 28, 2025

3. Column Spacing for Fund Statement List on Portal

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   25 votes

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   2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 28, 2025

4. Affiliate styling missing in the portal for donors with access to more than 1 affiliate fund

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips shared this idea  ·  Mar 18, 2025

5. Portal: staff approval option for profile edits

   24 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 15, 2025

6. Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 15, 2025

7. Accept Combination of $ and , entered in Grant Request Amount on Portal

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   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 15, 2025

8. Content area for Interest Type on New Portal

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   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 15, 2025

9. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Mar 15, 2025

10. Can Donate in new Fund Advisor Portal open Giving Hub in "list view," rather than "card view?"

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 15, 2025

11. Expand capability of "add note to CSuite" Outlook integration

    50 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 13, 2025

12. Permission to add a profile while on a campaign

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Bryant Phillips shared this idea  ·  Mar 11, 2025

13. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 10, 2025

14. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

    10 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Mar 10, 2025

15. Custom Field Permissions

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Bryant Phillips shared this idea  ·  Mar 6, 2025

16. Custom Field permission by record type

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Bryant Phillips supported this idea  ·  Mar 6, 2025

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

    169 votes

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    Proposed Idea  ·  28 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Bryant Phillips commented  ·  Feb 28, 2025  ·  Edit…  ·  Delete…

    I think this change is a miss on functionality. It's one thing for a CSuite admin to use these workarounds (using another browser or the sandbox) but it's another for the average staff member who uses CSuite. An officer who may be on a call with a donor should easily be able to see the fund advisor portal through their lens. They were accustomed to doing so for the legacy fund advisor portal. One concern with the sandbox workaround is that it may not be the most up to date information, depending on when the last sync occurred. We sometimes use the sandbox for testing for weeks without syncing.

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    Bryant Phillips supported this idea  ·  Dec 16, 2024

18. Fund Advisor Options - Donations and Grants Emails

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    27 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Bryant Phillips supported this idea  ·  Feb 13, 2025

19. Allow the File Categories list to be visible for users but not editable

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Bryant Phillips shared this idea  ·  Feb 11, 2025

20. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    28 votes

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

    
    

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    Bryant Phillips commented  ·  Dec 20, 2024  ·  Edit…  ·  Delete…

    We've come across this also and it's surprising there isn't a custom report option to list all tasks with profile information. Our team would like to do some analysis on all tasks and it isn't possible.

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    Bryant Phillips supported this idea  ·  Dec 20, 2024