Settings and activity

27 results found

1. Additional Color Style Selections, please!

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Mar 31, 2025

2. Donor Portal Financials - Only Allow Reporting on Closed Periods

   75 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Mar 31, 2025

3. Simplify/Merge the Grant Request screens

   70 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Mar 31, 2025

4. Selected left navigation tab to stay a different color

   42 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Mar 31, 2025

5. Hide Contact Information for Show Student Data on Portal

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Mar 31, 2025

6. Fund Advisor - Student Data

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Mar 31, 2025

7. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Mar 31, 2025

8. 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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   Wanda Willis commented  ·  Mar 31, 2025  ·  Edit…  ·  Delete…

   Agreed! That all the columns in the portal need to be configured better.

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   Wanda Willis supported this idea  ·  Mar 31, 2025

9. Opportunity bulk import improvement

   35 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Feb 11, 2025

10. Tribute Donation_letter Template Fields - add lowercase or name only options

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Nov 11, 2024

11. History of Fund Advisors for a Fund

    45 votes

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

    
    

    Wanda Willis supported this idea  ·  Nov 1, 2024

12. board portal

    192 votes

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

    
    

    Wanda Willis supported this idea  ·  Nov 1, 2024

13. birthday - option to not include year

    107 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Nov 1, 2024

14. Ticket Purchasing: Multiple Ticket Types option on one screen

    63 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Nov 1, 2024

15. default text in content

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Oct 17, 2024

16. 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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    Wanda Willis supported this idea  ·  Oct 15, 2024

17. I would like to group the promoted funds by fund type like the legacy donation protal.

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Oct 15, 2024

18. Send auto email to FA's with unsubmitted grants in cart

    31 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Wanda Willis commented  ·  Jun 27, 2024  ·  Edit…  ·  Delete…

    This would be a great stewardship feature to add! Currently, we look at this cart item page weekly and send out emails manually if a FA has a grant unsubmitted.

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    Wanda Willis supported this idea  ·  Jun 27, 2024

19. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  May 24, 2024

20. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wanda Willis commented  ·  May 16, 2024  ·  Edit…  ·  Delete…

    Org contact name is different than primary contact for an organization. Org contact is on the org profile while primary contact is a whole separate profile that is linked to the org. I want to be able to pull the profile marked as primary contact to the org which does not seem to be a reportable field from what I have found.

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    Wanda Willis shared this idea  ·  Feb 19, 2024