Settings and activity

35 results found

1. Copilot (AI) data integration

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Sep 9, 2025

2. Allow edits to password reset email for fund advisor portal

   39 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Aug 25, 2025

3. Add Bulk "Edit Payment Date" Functionality to Grants Area Menu

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   52 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Aug 21, 2025

4. Functionality to Bulk Delete Vouchers

   5 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Wanda Willis shared this idea  ·  Jul 17, 2025

5. Fields available for Bulk Update/Import/Delete on Records

   18 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

   
   

   Wanda Willis supported this idea  ·  Jul 17, 2025

6. Custom Field Report Name for Profile Steward and Fund Steward Are the Same.

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Wanda Willis shared this idea  ·  Jun 12, 2025

7. 1099 - Add Mailing Address to Report

   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Jun 12, 2025

8. "Send Login Email" from Profile Login Info

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  Jun 9, 2025

9. Add Email address "Other Detail" to a reporting object.

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   41 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Wanda Willis supported this idea  ·  May 15, 2025

10. grant type guidestar

    51 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  May 14, 2025

11. Portal: ACH Option

    103 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Apr 29, 2025

12. Fix Sort Order on Files Tab for Affiliates

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Apr 3, 2025

13. Additional Color Style Selections, please!

    17 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

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

    100 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Mar 31, 2025

15. Simplify/Merge the Grant Request screens

    104 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Mar 31, 2025

16. Hide Contact Information for Show Student Data on Portal

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Mar 31, 2025

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

    74 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

18. Column Spacing for Fund Statement List on Portal

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    40 votes

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    Proposed Idea  ·  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

19. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Wanda Willis supported this idea  ·  Feb 11, 2025

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

    8 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