Settings and activity

79 results found

1. Opportunity bulk import improvement

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

2. 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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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

3. Allow for multiple advisors on an account to be notified when requesting balance swaps

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 22, 2024

4. customizable text for tribute fields in Giving Hub

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 8, 2024

5. Show who is notified in online tribute dropdown

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 8, 2024

6. Tributes sent - should be in the logs for the profile receiving the notification

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Oct 8, 2024

7. Indicate fund balance has been reduced by pending grants on the fund

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Aug 8, 2024

8. Print Universal Application questions by opportunities

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   7 votes

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   0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lynn Oltmanns supported this idea  ·  Jul 11, 2024

9. UA Opportunity Printing

   5 votes

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   0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 11, 2024

10. Grant description field should be larger so it can be viewed without scrolling

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

11. Fund Created Field - not a date stamp

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

12. Grant Approver: Easier way to create new approver

    34 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

13. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

14. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

15. Change "no-reply@fcsuite.com" to Default Email Reply To

    64 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

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

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

17. Organization's name in event ticket

    60 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jun 18, 2024

18. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Mar 19, 2024

19. Bring back the option for archived campaign to show on a profile!

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Lynn Oltmanns supported this idea  ·  Feb 22, 2024

20. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    28 votes

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

    
    

    Lynn Oltmanns supported this idea  ·  Dec 4, 2023